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 | $401,827 | $98,750+306.9% | $149,696+168.4% | $79,858+403.2% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.5%+13.7pp | 69.6%+26.5pp |
| Annual return | 13.95% | 27.43%-13.5pp | 276.60%-262.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $13,504 | $3,216+319.8% | $4,644+190.8% | $2,471+446.5% |
| Participant deferral / active EE | $12,540 | $5,680+120.8% | $6,842+83.3% | $3,740+235.3% |
| Admin fee / account holder | $29,373 | $6,053+385.3% | $9,309+215.5% | $5,306+453.6% |