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 | $288,125 | $77,899+269.9% | $149,673+92.5% | $75,163+283.3% |
| Participation rate | 77.4% | 65.6%+11.8pp | 78.8%-1.3pp | 67.2%+10.2pp |
| Annual return | 17.42% | 31.72%-14.3pp | 134.42%-117.0pp | 160.62%-143.2pp |
| Employer contribution / active EE | $5,882 | $3,137+87.5% | $4,818+22.1% | $2,670+120.3% |
| Participant deferral / active EE | $7,386 | $3,411+116.5% | $5,680+30.0% | $4,125+79.0% |
| Admin fee / account holder | $48,815 | $5,956+719.5% | $13,210+269.5% | $5,651+763.8% |