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 | $527,605 | $109,881+380.2% | $150,045+251.6% | $84,808+522.1% |
| Participation rate | 88.2% | 76.1%+12.1pp | 82.3%+5.8pp | 68.3%+19.8pp |
| Annual return | 18.80% | 28.25%-9.4pp | 62.55%-43.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $16,427 | $3,561+361.3% | $4,693+250.0% | $2,631+524.4% |
| Participant deferral / active EE | $13,293 | $6,636+100.3% | $7,997+66.2% | $4,212+215.6% |
| Admin fee / account holder | $69,943 | $8,568+716.3% | $13,435+420.6% | $7,344+852.4% |