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 | $673,198 | $98,750+581.7% | $149,696+349.7% | $79,858+743.0% |
| Participation rate | 85.5% | 75.8%+9.7pp | 82.5%+3.0pp | 69.6%+15.8pp |
| Annual return | 16.97% | 27.43%-10.5pp | 276.60%-259.6pp | 31.71%-14.7pp |
| Employer contribution / active EE | $12,726 | $3,216+295.6% | $4,644+174.0% | $2,471+415.0% |
| Participant deferral / active EE | $8,962 | $5,680+57.8% | $6,842+31.0% | $3,740+139.6% |
| Admin fee / account holder | $16,074 | $6,053+165.6% | $9,309+72.7% | $5,306+202.9% |