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 | $415,052 | $81,460+409.5% | $103,333+301.7% | $80,856+413.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 16.69% | 25.55%-8.9pp | 24.88%-8.2pp | 35.59%-18.9pp |
| Employer contribution / active EE | $14,795 | $3,105+376.4% | $3,868+282.5% | $2,755+437.0% |
| Participant deferral / active EE | $12,157 | $3,869+214.3% | $5,057+140.4% | $4,296+183.0% |
| Admin fee / account holder | $54,410 | $6,566+728.6% | $8,355+551.3% | $6,918+686.5% |