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 | $337,183 | $79,944+321.8% | $98,439+242.5% | $75,163+348.6% |
| Participation rate | 96.8% | 70.4%+26.4pp | 75.2%+21.6pp | 67.2%+29.6pp |
| Annual return | 16.13% | 19.75%-3.6pp | 21.16%-5.0pp | 160.62%-144.5pp |
| Employer contribution / active EE | $3,600 | $2,264+59.0% | $3,048+18.1% | $2,670+34.8% |
| Participant deferral / active EE | $6,646 | $3,752+77.1% | $4,738+40.3% | $4,125+61.1% |
| Admin fee / account holder | $13,483 | $6,840+97.1% | $8,948+50.7% | $5,651+138.6% |