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 | $389,161 | $98,750+294.1% | $149,696+160.0% | $79,858+387.3% |
| Participation rate | 94.3% | 75.8%+18.6pp | 82.5%+11.9pp | 69.6%+24.7pp |
| Annual return | 13.66% | 27.43%-13.8pp | 276.60%-262.9pp | 31.71%-18.1pp |
| Employer contribution / active EE | $6,971 | $3,216+116.7% | $4,644+50.1% | $2,471+182.1% |
| Participant deferral / active EE | $10,705 | $5,680+88.5% | $6,842+56.5% | $3,740+186.2% |
| Admin fee / account holder | $31,944 | $6,053+427.8% | $9,309+243.2% | $5,306+502.0% |