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 | $502,728 | $98,750+409.1% | $149,696+235.8% | $79,858+529.5% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.5%+3.2pp | 69.6%+16.1pp |
| Annual return | 12.78% | 27.43%-14.6pp | 276.60%-263.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $7,571 | $3,216+135.4% | $4,644+63.0% | $2,471+206.4% |
| Participant deferral / active EE | $5,646 | $5,680-0.6% | $6,842-17.5% | $3,740+51.0% |
| Admin fee / account holder | $7,961 | $6,053+31.5% | $9,309-14.5% | $5,306+50.0% |