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 | $301,371 | $89,753+235.8% | $107,525+180.3% | $84,808+255.4% |
| Participation rate | 98.0% | 68.1%+29.9pp | 75.1%+22.9pp | 68.3%+29.6pp |
| Annual return | 14.62% | 29.48%-14.9pp | 181.32%-166.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $7,157 | $3,113+129.9% | $3,754+90.7% | $2,631+172.0% |
| Participant deferral / active EE | $9,615 | $4,056+137.1% | $5,116+88.0% | $4,212+128.3% |
| Admin fee / account holder | $14,438 | $7,222+99.9% | $8,919+61.9% | $7,344+96.6% |