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 | $257,945 | $55,636+363.6% | $81,983+214.6% | $73,488+251.0% |
| Participation rate | 95.2% | 62.3%+32.9pp | 69.2%+26.0pp | 70.7%+24.6pp |
| Annual return | 15.03% | 19.07%-4.0pp | 41.31%-26.3pp | 28.51%-13.5pp |
| Employer contribution / active EE | $4,720 | $1,625+190.5% | $2,498+88.9% | $2,270+107.9% |
| Participant deferral / active EE | $13,187 | $2,762+377.4% | $3,722+254.3% | $3,740+252.6% |
| Admin fee / account holder | $10,524 | $493+2035.7% | $5,664+85.8% | $513+1951.1% |