See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $573,529 | $81,248+605.9% | $155,509+268.8% | $80,856+609.3% |
| Participation rate | 92.7% | 66.2%+26.5pp | 78.2%+14.5pp | 67.6%+25.0pp |
| Annual return | 21.27% | 33.31%-12.0pp | 64.67%-43.4pp | 35.59%-14.3pp |
| Employer contribution / active EE | $3,974 | $3,100+28.2% | $4,672-14.9% | $2,755+44.3% |
| Participant deferral / active EE | $6,575 | $3,452+90.5% | $5,626+16.9% | $4,296+53.1% |
| Admin fee / account holder | $41,623 | $7,997+420.5% | $15,912+161.6% | $6,918+501.7% |