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 | $266,040 | $58,208+357.1% | $81,812+225.2% | $80,856+229.0% |
| Participation rate | 97.4% | 63.4%+34.0pp | 72.3%+25.1pp | 67.6%+29.8pp |
| Annual return | 31.30% | 41.66%-10.4pp | 773.79%-742.5pp | 35.59%-4.3pp |
| Employer contribution / active EE | $14,851 | $2,340+534.7% | $2,912+410.0% | $2,755+439.1% |
| Participant deferral / active EE | $16,254 | $3,281+395.4% | $4,319+276.4% | $4,296+278.4% |
| Admin fee / account holder | $14,505 | $4,981+191.2% | $7,386+96.4% | $6,918+109.7% |