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 10-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 | $499,208 | $109,881+354.3% | $150,045+232.7% | $84,808+488.6% |
| Participation rate | 88.9% | 76.1%+12.8pp | 82.3%+6.6pp | 68.3%+20.6pp |
| Annual return | 14.26% | 28.25%-14.0pp | 62.55%-48.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $11,244 | $3,561+215.7% | $4,693+139.6% | $2,631+327.4% |
| Participant deferral / active EE | $8,682 | $6,636+30.8% | $7,997+8.6% | $4,212+106.2% |
| Admin fee / account holder | $132,430 | $8,568+1445.6% | $13,435+885.7% | $7,344+1703.3% |