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 | $325,703 | $98,750+229.8% | $149,696+117.6% | $79,858+307.9% |
| Participation rate | 97.4% | 75.8%+21.7pp | 82.5%+15.0pp | 69.6%+27.8pp |
| Annual return | 25.82% | 27.43%-1.6pp | 276.60%-250.8pp | 31.71%-5.9pp |
| Employer contribution / active EE | $3,128 | $3,216-2.7% | $4,644-32.6% | $2,471+26.6% |
| Participant deferral / active EE | $14,166 | $5,680+149.4% | $6,842+107.0% | $3,740+278.8% |
| Admin fee / account holder | $60,155 | $6,053+893.9% | $9,309+546.2% | $5,306+1033.7% |