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 | $286,738 | $78,672+264.5% | $109,143+162.7% | $85,850+234.0% |
| Participation rate | 93.3% | 68.3%+25.1pp | 75.9%+17.5pp | 69.3%+24.0pp |
| Annual return | 12.60% | 25.09%-12.5pp | 25.75%-13.2pp | 318.53%-305.9pp |
| Employer contribution / active EE | $13,372 | $2,735+389.0% | $3,722+259.3% | $2,565+421.3% |
| Participant deferral / active EE | $11,822 | $3,467+240.9% | $4,653+154.1% | $3,952+199.1% |
| Admin fee / account holder | $42,244 | $5,469+672.4% | $6,752+525.6% | $6,260+574.8% |