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 5-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 | $449,887 | $99,877+350.4% | $84,966+429.5% | $145,922+208.3% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 11.39% | 83.76%-72.4pp | 66.38%-55.0pp | 561.29%-549.9pp |
| Employer contribution / active EE | $8,817 | $3,231+172.8% | $2,727+223.3% | $4,660+89.2% |
| Participant deferral / active EE | $16,990 | $5,291+221.1% | $4,519+275.9% | $6,688+154.0% |
| Admin fee / account holder | $546 | $7,248-92.5% | $6,149-91.1% | $13,397-95.9% |