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 7-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 | $529,788 | $138,347+282.9% | $184,203+187.6% | $80,856+555.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 12.82% | 20.02%-7.2pp | 28.81%-16.0pp | 35.59%-22.8pp |
| Employer contribution / active EE | $4,066 | $4,850-16.2% | $6,427-36.7% | $2,755+47.6% |
| Participant deferral / active EE | $20,404 | $7,071+188.6% | $9,131+123.5% | $4,296+375.0% |
| Admin fee / account holder | $63,138 | $10,483+502.3% | $13,901+354.2% | $6,918+812.7% |