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 | $258,740 | $62,672+312.9% | $185,117+39.8% | $70,131+268.9% |
| Participation rate | 98.0% | 63.8%+34.2pp | 77.3%+20.7pp | 69.5%+28.5pp |
| Annual return | 15.87% | 40.79%-24.9pp | 40.50%-24.6pp | 73.14%-57.3pp |
| Employer contribution / active EE | $6,619 | $1,753+277.5% | $4,182+58.3% | $2,342+182.6% |
| Participant deferral / active EE | $10,668 | $3,272+226.1% | $5,045+111.5% | $3,332+220.2% |
| Admin fee / account holder | $9,371 | $3,932+138.3% | $8,159+14.8% | $4,645+101.7% |