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 | $267,768 | $81,460+228.7% | $103,333+159.1% | $80,856+231.2% |
| Participation rate | 95.9% | 66.8%+29.1pp | 74.5%+21.4pp | 67.6%+28.3pp |
| Annual return | 13.27% | 25.55%-12.3pp | 24.88%-11.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $7,019 | $3,105+126.0% | $3,868+81.5% | $2,755+154.8% |
| Participant deferral / active EE | $9,262 | $3,869+139.4% | $5,057+83.1% | $4,296+115.6% |
| Admin fee / account holder | $39,667 | $6,566+504.1% | $8,355+374.8% | $6,918+473.4% |