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 | $421,230 | $89,355+371.4% | $141,162+198.4% | $72,985+477.1% |
| Participation rate | 92.5% | 75.1%+17.4pp | 82.5%+10.0pp | 69.5%+23.0pp |
| Annual return | 20.71% | 111.85%-91.1pp | 71.39%-50.7pp | 81.00%-60.3pp |
| Employer contribution / active EE | $6,892 | $3,114+121.3% | $4,735+45.6% | $2,440+182.5% |
| Participant deferral / active EE | $5,136 | $5,418-5.2% | $6,709-23.4% | $3,607+42.4% |
| Admin fee / account holder | $12,575 | $5,958+111.0% | $10,261+22.5% | $5,124+145.4% |