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 | $361,994 | $102,382+253.6% | $147,005+146.2% | $80,874+347.6% |
| Participation rate | 93.0% | 75.8%+17.1pp | 82.2%+10.8pp | 67.6%+25.3pp |
| Annual return | 12.65% | 134.89%-122.2pp | 418.76%-406.1pp | 35.62%-23.0pp |
| Employer contribution / active EE | $6,994 | $3,715+88.3% | $4,934+41.7% | $2,756+153.8% |
| Participant deferral / active EE | $7,318 | $6,646+10.1% | $8,070-9.3% | $4,297+70.3% |
| Admin fee / account holder | $12,653 | $7,942+59.3% | $13,006-2.7% | $6,935+82.4% |