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 | $363,277 | $102,317+255.1% | $146,958+147.2% | $80,856+349.3% |
| Participation rate | 93.3% | 75.8%+17.5pp | 82.2%+11.2pp | 67.6%+25.7pp |
| Annual return | 13.75% | 134.76%-121.0pp | 418.34%-404.6pp | 35.59%-21.8pp |
| Employer contribution / active EE | $11,233 | $3,713+202.5% | $4,933+127.7% | $2,755+307.8% |
| Participant deferral / active EE | $10,375 | $6,644+56.2% | $8,070+28.6% | $4,296+141.5% |
| Admin fee / account holder | $18,967 | $7,941+138.8% | $12,998+45.9% | $6,918+174.2% |