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 7-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 | $326,836 | $72,277+352.2% | $101,248+222.8% | $79,858+309.3% |
| Participation rate | 97.4% | 68.5%+28.9pp | 75.8%+21.6pp | 69.6%+27.7pp |
| Annual return | 19.02% | 22.30%-3.3pp | 46.47%-27.5pp | 31.71%-12.7pp |
| Employer contribution / active EE | $13,579 | $2,692+404.5% | $3,660+271.1% | $2,471+449.6% |
| Participant deferral / active EE | $10,442 | $3,282+218.2% | $4,370+138.9% | $3,740+179.2% |
| Admin fee / account holder | $10,103 | $4,400+129.6% | $5,945+69.9% | $5,306+90.4% |