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 | $360,593 | $89,355+303.6% | $141,162+155.4% | $72,985+394.1% |
| Participation rate | 96.0% | 75.1%+20.9pp | 82.5%+13.5pp | 69.5%+26.5pp |
| Annual return | 20.43% | 111.85%-91.4pp | 71.39%-51.0pp | 81.00%-60.6pp |
| Employer contribution / active EE | $12,271 | $3,114+294.0% | $4,735+159.2% | $2,440+403.0% |
| Participant deferral / active EE | $7,218 | $5,418+33.2% | $6,709+7.6% | $3,607+100.1% |
| Admin fee / account holder | $18,317 | $5,958+207.4% | $10,261+78.5% | $5,124+257.4% |