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 6-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 | $409,810 | $132,049+210.3% | $200,582+104.3% | $74,304+451.5% |
| Participation rate | 73.9% | 84.1%-10.2pp | 86.9%-13.0pp | 60.3%+13.5pp |
| Annual return | 16.66% | 22.22%-5.6pp | 42.33%-25.7pp | 29.43%-12.8pp |
| Employer contribution / active EE | $5,001 | $4,558+9.7% | $6,419-22.1% | $2,241+123.1% |
| Participant deferral / active EE | $22,948 | $7,213+218.2% | $9,331+145.9% | $3,767+509.1% |
| Admin fee / account holder | $25,375 | $2,405+955.3% | $16,305+55.6% | $2,969+754.7% |