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 | $253,153 | $69,515+264.2% | $86,874+191.4% | $85,850+194.9% |
| Participation rate | 93.8% | 66.3%+27.4pp | 71.6%+22.1pp | 69.3%+24.4pp |
| Annual return | 15.51% | 20.12%-4.6pp | 63.52%-48.0pp | 318.53%-303.0pp |
| Employer contribution / active EE | $5,416 | $1,880+188.0% | $2,495+117.0% | $2,565+111.1% |
| Participant deferral / active EE | $12,955 | $2,919+343.8% | $3,699+250.2% | $3,952+227.8% |
| Admin fee / account holder | $6,566 | $5,972+9.9% | $5,828+12.7% | $6,260+4.9% |