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 3-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 | $335,127 | $96,128+248.6% | $136,007+146.4% | $80,856+314.5% |
| Participation rate | 88.5% | 71.2%+17.2pp | 76.5%+12.0pp | 67.6%+20.8pp |
| Annual return | 17.15% | 28.71%-11.6pp | 579.32%-562.2pp | 35.59%-18.4pp |
| Employer contribution / active EE | $6,830 | $3,351+103.8% | $4,217+62.0% | $2,755+147.9% |
| Participant deferral / active EE | $13,907 | $5,709+143.6% | $7,025+98.0% | $4,296+223.7% |
| Admin fee / account holder | $69,690 | $8,236+746.1% | $6,858+916.1% | $6,918+907.4% |