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 | $283,115 | $48,046+489.3% | $84,611+234.6% | $72,985+287.9% |
| Participation rate | 94.1% | 57.6%+36.5pp | 68.2%+25.9pp | 69.5%+24.6pp |
| Annual return | 20.92% | 37.38%-16.5pp | 258.74%-237.8pp | 81.00%-60.1pp |
| Employer contribution / active EE | $9,547 | $1,602+496.0% | $2,652+260.0% | $2,440+291.3% |
| Participant deferral / active EE | $16,745 | $2,680+524.7% | $3,899+329.5% | $3,607+364.2% |
| Admin fee / account holder | $2,560 | $3,395-24.6% | $4,912-47.9% | $5,124-50.0% |