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 | $327,768 | $66,402+393.6% | $109,895+198.3% | $85,850+281.8% |
| Participation rate | 94.1% | 63.9%+30.3pp | 74.2%+19.9pp | 69.3%+24.8pp |
| Annual return | 13.21% | 19.59%-6.4pp | 29.45%-16.2pp | 318.53%-305.3pp |
| Employer contribution / active EE | $15,519 | $1,687+819.8% | $2,842+446.0% | $2,565+505.0% |
| Participant deferral / active EE | $5,775 | $2,842+103.2% | $4,048+42.7% | $3,952+46.1% |
| Admin fee / account holder | $12,397 | $4,557+172.0% | $6,066+104.4% | $6,260+98.0% |