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 | $410,722 | $93,571+338.9% | $135,903+202.2% | $75,163+446.4% |
| Participation rate | 95.0% | 75.2%+19.8pp | 81.9%+13.1pp | 67.2%+27.8pp |
| Annual return | 21.19% | 30.90%-9.7pp | 68.23%-47.0pp | 160.62%-139.4pp |
| Employer contribution / active EE | $13,132 | $3,537+271.3% | $4,856+170.4% | $2,670+391.9% |
| Participant deferral / active EE | $13,415 | $6,404+109.5% | $7,758+72.9% | $4,125+225.2% |
| Admin fee / account holder | $6,296 | $6,975-9.7% | $10,762-41.5% | $5,651+11.4% |