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 | $298,943 | $80,717+270.4% | $154,803+93.1% | $84,808+252.5% |
| Participation rate | 93.3% | 66.8%+26.5pp | 78.1%+15.3pp | 68.3%+25.0pp |
| Annual return | 17.16% | 37.96%-20.8pp | 58.88%-41.7pp | 40.90%-23.7pp |
| Employer contribution / active EE | $12,933 | $2,761+368.4% | $4,305+200.4% | $2,631+391.6% |
| Participant deferral / active EE | $8,982 | $3,303+171.9% | $5,540+62.1% | $4,212+113.3% |
| Admin fee / account holder | $906 | $6,746-86.6% | $14,329-93.7% | $7,344-87.7% |