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 | $387,348 | $89,753+331.6% | $107,525+260.2% | $84,808+356.7% |
| Participation rate | 90.6% | 68.1%+22.6pp | 75.1%+15.6pp | 68.3%+22.3pp |
| Annual return | 14.69% | 29.48%-14.8pp | 181.32%-166.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $5,754 | $3,113+84.8% | $3,754+53.3% | $2,631+118.7% |
| Participant deferral / active EE | $13,652 | $4,056+236.6% | $5,116+166.9% | $4,212+224.1% |
| Admin fee / account holder | $24,678 | $7,222+241.7% | $8,919+176.7% | $7,344+236.0% |