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 | $272,158 | $78,520+246.6% | $96,576+181.8% | $82,448+230.1% |
| Participation rate | 88.0% | 77.7%+10.3pp | 81.4%+6.6pp | 68.1%+19.9pp |
| Annual return | 15.31% | 41.30%-26.0pp | 38.47%-23.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $6,544 | $2,630+148.9% | $3,553+84.2% | $2,551+156.5% |
| Participant deferral / active EE | $13,182 | $6,754+95.2% | $7,956+65.7% | $4,139+218.5% |
| Admin fee / account holder | $38,151 | $13,455+183.6% | $11,381+235.2% | $7,234+427.4% |