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 | $283,168 | $58,208+386.5% | $81,812+246.1% | $80,856+250.2% |
| Participation rate | 93.8% | 63.4%+30.4pp | 72.3%+21.5pp | 67.6%+26.2pp |
| Annual return | 12.95% | 41.66%-28.7pp | 773.79%-760.8pp | 35.59%-22.6pp |
| Employer contribution / active EE | $12,001 | $2,340+412.9% | $2,912+312.1% | $2,755+335.6% |
| Participant deferral / active EE | $12,473 | $3,281+280.2% | $4,319+188.8% | $4,296+190.3% |
| Admin fee / account holder | $15,808 | $4,981+217.3% | $7,386+114.0% | $6,918+128.5% |