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 | $356,763 | $109,881+224.7% | $150,045+137.8% | $84,808+320.7% |
| Participation rate | 94.1% | 76.1%+18.0pp | 82.3%+11.8pp | 68.3%+25.8pp |
| Annual return | 14.44% | 28.25%-13.8pp | 62.55%-48.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $6,931 | $3,561+94.6% | $4,693+47.7% | $2,631+163.4% |
| Participant deferral / active EE | $12,552 | $6,636+89.1% | $7,997+57.0% | $4,212+198.0% |
| Admin fee / account holder | $14,036 | $8,568+63.8% | $13,435+4.5% | $7,344+91.1% |