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 | $57,590+446.5% | $86,233+265.0% | $82,448+281.7% |
| Participation rate | 94.7% | 57.9%+36.9pp | 69.0%+25.7pp | 68.1%+26.7pp |
| Annual return | 20.22% | 22.41%-2.2pp | 61.39%-41.2pp | 41.64%-21.4pp |
| Employer contribution / active EE | $7,577 | $1,655+357.7% | $2,504+202.6% | $2,551+197.0% |
| Participant deferral / active EE | $17,469 | $3,080+467.2% | $4,559+283.2% | $4,139+322.0% |
| Admin fee / account holder | $18,935 | $4,730+300.3% | $8,342+127.0% | $7,234+161.7% |