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 | $488,263 | $109,881+344.4% | $150,045+225.4% | $84,808+475.7% |
| Participation rate | 88.9% | 76.1%+12.8pp | 82.3%+6.6pp | 68.3%+20.6pp |
| Annual return | 17.87% | 28.25%-10.4pp | 62.55%-44.7pp | 40.90%-23.0pp |
| Employer contribution / active EE | $23,122 | $3,561+549.3% | $4,693+392.7% | $2,631+778.8% |
| Participant deferral / active EE | $7,650 | $6,636+15.3% | $7,997-4.3% | $4,212+81.7% |
| Admin fee / account holder | $11,409 | $8,568+33.2% | $13,435-15.1% | $7,344+55.4% |