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 | $286,311 | $77,634+268.8% | $156,549+82.9% | $62,891+355.2% |
| Participation rate | 94.8% | 71.2%+23.6pp | 84.0%+10.8pp | 69.3%+25.5pp |
| Annual return | 7.29% | 50.32%-43.0pp | 32.23%-24.9pp | 20.14%-12.9pp |
| Employer contribution / active EE | $27,230 | $3,444+690.7% | $5,501+395.0% | $2,281+1093.8% |
| Participant deferral / active EE | $12,416 | $3,045+307.7% | $4,871+154.9% | $3,203+287.6% |
| Admin fee / account holder | $19,203 | $5,561+245.3% | $13,027+47.4% | $4,296+347.0% |