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 | $401,365 | $77,634+417.0% | $156,549+156.4% | $62,891+538.2% |
| Participation rate | 98.0% | 71.2%+26.8pp | 84.0%+13.9pp | 69.3%+28.7pp |
| Annual return | 6.71% | 50.32%-43.6pp | 32.23%-25.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $28,076 | $3,444+715.3% | $5,501+410.4% | $2,281+1130.9% |
| Participant deferral / active EE | $15,407 | $3,045+405.9% | $4,871+216.3% | $3,203+381.0% |
| Admin fee / account holder | $12,079 | $5,561+117.2% | $13,027-7.3% | $4,296+181.2% |