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 | $347,298 | $80,717+330.3% | $154,803+124.3% | $84,808+309.5% |
| Participation rate | 90.6% | 66.8%+23.8pp | 78.1%+12.6pp | 68.3%+22.3pp |
| Annual return | 16.90% | 37.96%-21.1pp | 58.88%-42.0pp | 40.90%-24.0pp |
| Employer contribution / active EE | $16,966 | $2,761+514.4% | $4,305+294.1% | $2,631+544.9% |
| Participant deferral / active EE | $14,897 | $3,303+351.0% | $5,540+168.9% | $4,212+253.7% |
| Admin fee / account holder | $14,941 | $6,746+121.5% | $14,329+4.3% | $7,344+103.4% |