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 | $405,838 | $135,952+198.5% | $123,892+227.6% | $273,961+48.1% |
| Participation rate | 95.0% | 84.1%+10.9pp | 81.4%+13.6pp | 83.0%+12.0pp |
| Annual return | 4.28% | 56.63%-52.4pp | 47.52%-43.2pp | 41.45%-37.2pp |
| Employer contribution / active EE | $13,636 | $5,170+163.8% | $4,617+195.4% | $4,869+180.1% |
| Participant deferral / active EE | $7,355 | $6,343+16.0% | $5,984+22.9% | $5,287+39.1% |
| Admin fee / account holder | $39,603 | $9,817+303.4% | $8,357+373.9% | $10,132+290.9% |