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 | $314,722 | $60,022+424.3% | $88,946+253.8% | $84,808+271.1% |
| Participation rate | 94.7% | 57.8%+36.9pp | 68.8%+25.9pp | 68.3%+26.4pp |
| Annual return | 20.22% | 22.43%-2.2pp | 57.82%-37.6pp | 40.90%-20.7pp |
| Employer contribution / active EE | $7,577 | $1,703+345.0% | $2,555+196.6% | $2,631+188.0% |
| Participant deferral / active EE | $17,469 | $3,114+461.0% | $4,581+281.3% | $4,212+314.8% |
| Admin fee / account holder | $18,935 | $4,811+293.6% | $8,261+129.2% | $7,344+157.8% |