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 | $361,544 | $80,717+347.9% | $154,803+133.6% | $84,808+326.3% |
| Participation rate | 93.3% | 66.8%+26.5pp | 78.1%+15.3pp | 68.3%+25.0pp |
| Annual return | 16.54% | 37.96%-21.4pp | 58.88%-42.3pp | 40.90%-24.4pp |
| Employer contribution / active EE | $12,292 | $2,761+345.1% | $4,305+185.5% | $2,631+367.2% |
| Participant deferral / active EE | $9,270 | $3,303+180.6% | $5,540+67.3% | $4,212+120.1% |
| Admin fee / account holder | $12,168 | $6,746+80.4% | $14,329-15.1% | $7,344+65.7% |