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 | $328,853 | $52,279+529.0% | $89,391+267.9% | $79,858+311.8% |
| Participation rate | 94.3% | 57.5%+36.7pp | 68.0%+26.3pp | 69.6%+24.7pp |
| Annual return | 18.04% | 22.16%-4.1pp | 245.62%-227.6pp | 31.71%-13.7pp |
| Employer contribution / active EE | $9,771 | $1,572+521.8% | $2,586+277.9% | $2,471+295.5% |
| Participant deferral / active EE | $18,127 | $2,740+561.5% | $3,890+366.0% | $3,740+384.7% |
| Admin fee / account holder | $13,868 | $3,356+313.2% | $4,881+184.1% | $5,306+161.4% |