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 | $456,515 | $98,750+362.3% | $149,696+205.0% | $79,858+471.7% |
| Participation rate | 84.8% | 75.8%+9.1pp | 82.5%+2.4pp | 69.6%+15.2pp |
| Annual return | 14.33% | 27.43%-13.1pp | 276.60%-262.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $4,533 | $3,216+40.9% | $4,644-2.4% | $2,471+83.5% |
| Participant deferral / active EE | $8,165 | $5,680+43.7% | $6,842+19.3% | $3,740+118.3% |
| Admin fee / account holder | $38,641 | $6,053+538.4% | $9,309+315.1% | $5,306+628.2% |