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 | $344,917 | $80,717+327.3% | $154,803+122.8% | $84,808+306.7% |
| Participation rate | 95.7% | 66.8%+28.9pp | 78.1%+17.7pp | 68.3%+27.4pp |
| Annual return | 15.40% | 37.96%-22.6pp | 58.88%-43.5pp | 40.90%-25.5pp |
| Employer contribution / active EE | $8,333 | $2,761+201.8% | $4,305+93.5% | $2,631+216.7% |
| Participant deferral / active EE | $22,435 | $3,303+579.2% | $5,540+304.9% | $4,212+432.7% |
| Admin fee / account holder | $24,707 | $6,746+266.3% | $14,329+72.4% | $7,344+236.4% |