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 | $258,795 | $93,571+176.6% | $135,903+90.4% | $75,163+244.3% |
| Participation rate | 96.2% | 75.2%+21.0pp | 81.9%+14.3pp | 67.2%+29.0pp |
| Annual return | 16.07% | 30.90%-14.8pp | 68.23%-52.2pp | 160.62%-144.6pp |
| Employer contribution / active EE | $11,133 | $3,537+214.8% | $4,856+129.3% | $2,670+317.0% |
| Participant deferral / active EE | $10,110 | $6,404+57.9% | $7,758+30.3% | $4,125+145.1% |
| Admin fee / account holder | $11,945 | $6,975+71.2% | $10,762+11.0% | $5,651+111.4% |