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 | $471,595 | $84,233+459.9% | $170,442+176.7% | $70,131+572.4% |
| Participation rate | 88.0% | 70.8%+17.2pp | 83.6%+4.4pp | 69.5%+18.5pp |
| Annual return | 14.82% | 23.06%-8.2pp | 205.93%-191.1pp | 73.14%-58.3pp |
| Employer contribution / active EE | $22,609 | $3,387+567.5% | $5,433+316.2% | $2,342+865.2% |
| Participant deferral / active EE | $14,815 | $3,086+380.1% | $4,939+199.9% | $3,332+344.7% |
| Admin fee / account holder | $8,930 | $5,698+56.7% | $13,880-35.7% | $4,645+92.2% |