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 | $310,398 | $98,750+214.3% | $149,696+107.4% | $79,858+288.7% |
| Participation rate | 86.5% | 75.8%+10.7pp | 82.5%+4.0pp | 69.6%+16.9pp |
| Annual return | 17.11% | 27.43%-10.3pp | 276.60%-259.5pp | 31.71%-14.6pp |
| Employer contribution / active EE | $5,642 | $3,216+75.4% | $4,644+21.5% | $2,471+128.3% |
| Participant deferral / active EE | $5,259 | $5,680-7.4% | $6,842-23.1% | $3,740+40.6% |
| Admin fee / account holder | $9,625 | $6,053+59.0% | $9,309+3.4% | $5,306+81.4% |