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 | $365,373 | $91,190+300.7% | $178,490+104.7% | $79,858+357.5% |
| Participation rate | 94.3% | 69.2%+25.1pp | 81.9%+12.4pp | 69.6%+24.7pp |
| Annual return | 17.01% | 24.19%-7.2pp | 151.07%-134.1pp | 31.71%-14.7pp |
| Employer contribution / active EE | $10,894 | $3,256+234.6% | $5,011+117.4% | $2,471+340.9% |
| Participant deferral / active EE | $6,115 | $3,236+89.0% | $5,202+17.6% | $3,740+63.5% |
| Admin fee / account holder | $16,033 | $6,751+137.5% | $13,984+14.7% | $5,306+202.1% |