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 | $454,261 | $73,933+514.4% | $96,683+369.8% | $75,163+504.4% |
| Participation rate | 97.1% | 66.4%+30.6pp | 74.3%+22.7pp | 67.2%+29.9pp |
| Annual return | 18.78% | 26.70%-7.9pp | 35.69%-16.9pp | 160.62%-141.8pp |
| Employer contribution / active EE | $8,660 | $2,928+195.8% | $3,737+131.8% | $2,670+224.4% |
| Participant deferral / active EE | $17,765 | $3,659+385.6% | $4,878+264.2% | $4,125+330.7% |
| Admin fee / account holder | $4,785 | $5,216-8.3% | $6,730-28.9% | $5,651-15.3% |