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 | $367,328 | $73,933+396.8% | $96,683+279.9% | $75,163+388.7% |
| Participation rate | 82.4% | 66.4%+15.9pp | 74.3%+8.0pp | 67.2%+15.2pp |
| Annual return | 16.62% | 26.70%-10.1pp | 35.69%-19.1pp | 160.62%-144.0pp |
| Employer contribution / active EE | $13,633 | $2,928+365.7% | $3,737+264.8% | $2,670+410.7% |
| Participant deferral / active EE | $7,396 | $3,659+102.2% | $4,878+51.6% | $4,125+79.3% |
| Admin fee / account holder | $30,372 | $5,216+482.3% | $6,730+351.3% | $5,651+437.5% |