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 | $545,424 | $109,881+396.4% | $150,045+263.5% | $84,808+543.1% |
| Participation rate | 80.0% | 76.1%+3.9pp | 82.3%-2.3pp | 68.3%+11.7pp |
| Annual return | 16.45% | 28.25%-11.8pp | 62.55%-46.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $12,296 | $3,561+245.3% | $4,693+162.0% | $2,631+367.4% |
| Participant deferral / active EE | $5,840 | $6,636-12.0% | $7,997-27.0% | $4,212+38.7% |
| Admin fee / account holder | $56,251 | $8,568+556.5% | $13,435+318.7% | $7,344+666.0% |