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 | $320,331 | $89,753+256.9% | $107,525+197.9% | $84,808+277.7% |
| Participation rate | 95.5% | 68.1%+27.4pp | 75.1%+20.4pp | 68.3%+27.1pp |
| Annual return | 14.15% | 29.48%-15.3pp | 181.32%-167.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $13,942 | $3,113+347.8% | $3,754+271.4% | $2,631+429.9% |
| Participant deferral / active EE | $2,414 | $4,056-40.5% | $5,116-52.8% | $4,212-42.7% |
| Admin fee / account holder | $8,447 | $7,222+17.0% | $8,919-5.3% | $7,344+15.0% |