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 | $340,836 | $109,881+210.2% | $150,045+127.2% | $84,808+301.9% |
| Participation rate | 92.7% | 76.1%+16.6pp | 82.3%+10.4pp | 68.3%+24.4pp |
| Annual return | 19.52% | 28.25%-8.7pp | 62.55%-43.0pp | 40.90%-21.4pp |
| Employer contribution / active EE | $17,116 | $3,561+380.6% | $4,693+264.7% | $2,631+550.5% |
| Participant deferral / active EE | $15,557 | $6,636+134.4% | $7,997+94.5% | $4,212+269.4% |
| Admin fee / account holder | $36,476 | $8,568+325.7% | $13,435+171.5% | $7,344+396.7% |