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 | $330,196 | $95,416+246.1% | $185,823+77.7% | $85,850+284.6% |
| Participation rate | 94.3% | 68.8%+25.5pp | 81.7%+12.6pp | 69.3%+25.0pp |
| Annual return | 14.52% | 23.59%-9.1pp | 122.05%-107.5pp | 318.53%-304.0pp |
| Employer contribution / active EE | $16,869 | $3,314+409.1% | $5,167+226.5% | $2,565+557.7% |
| Participant deferral / active EE | $9,207 | $3,423+168.9% | $5,568+65.4% | $3,952+133.0% |
| Admin fee / account holder | $42,206 | $7,213+485.2% | $16,237+159.9% | $6,260+574.2% |