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 | $373,653 | $93,571+299.3% | $135,903+174.9% | $75,163+397.1% |
| Participation rate | 94.9% | 75.2%+19.7pp | 81.9%+13.0pp | 67.2%+27.7pp |
| Annual return | 17.71% | 30.90%-13.2pp | 68.23%-50.5pp | 160.62%-142.9pp |
| Employer contribution / active EE | $6,476 | $3,537+83.1% | $4,856+33.4% | $2,670+142.6% |
| Participant deferral / active EE | $12,864 | $6,404+100.9% | $7,758+65.8% | $4,125+211.9% |
| Admin fee / account holder | $26,434 | $6,975+279.0% | $10,762+145.6% | $5,651+367.8% |