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 | $587,494 | $106,749+450.3% | $145,433+304.0% | $82,448+612.6% |
| Participation rate | 95.6% | 75.6%+20.0pp | 82.1%+13.5pp | 68.1%+27.5pp |
| Annual return | 16.38% | 27.59%-11.2pp | 66.58%-50.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $21,803 | $3,444+533.0% | $4,554+378.7% | $2,551+754.7% |
| Participant deferral / active EE | $23,789 | $6,519+264.9% | $7,897+201.2% | $4,139+474.7% |
| Admin fee / account holder | $35,094 | $8,390+318.3% | $13,129+167.3% | $7,234+385.1% |