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 | $512,846 | $89,753+471.4% | $107,525+377.0% | $84,808+504.7% |
| Participation rate | 88.9% | 68.1%+20.8pp | 75.1%+13.8pp | 68.3%+20.6pp |
| Annual return | 16.28% | 29.48%-13.2pp | 181.32%-165.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $9,259 | $3,113+197.4% | $3,754+146.7% | $2,631+251.9% |
| Participant deferral / active EE | $15,386 | $4,056+279.3% | $5,116+200.8% | $4,212+265.3% |
| Admin fee / account holder | $87,657 | $7,222+1113.7% | $8,919+882.8% | $7,344+1093.6% |