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 | $344,408 | $81,248+323.9% | $155,509+121.5% | $80,856+325.9% |
| Participation rate | 96.5% | 66.2%+30.3pp | 78.2%+18.3pp | 67.6%+28.9pp |
| Annual return | 27.44% | 33.31%-5.9pp | 64.67%-37.2pp | 35.59%-8.1pp |
| Employer contribution / active EE | $15,675 | $3,100+405.6% | $4,672+235.5% | $2,755+469.0% |
| Participant deferral / active EE | $10,643 | $3,452+208.3% | $5,626+89.2% | $4,296+147.7% |
| Admin fee / account holder | $46,362 | $7,997+479.7% | $15,912+191.4% | $6,918+570.2% |