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 | $311,531 | $78,672+296.0% | $109,143+185.4% | $85,850+262.9% |
| Participation rate | 98.0% | 68.3%+29.8pp | 75.9%+22.2pp | 69.3%+28.7pp |
| Annual return | 13.91% | 25.09%-11.2pp | 25.75%-11.8pp | 318.53%-304.6pp |
| Employer contribution / active EE | $4,824 | $2,735+76.4% | $3,722+29.6% | $2,565+88.0% |
| Participant deferral / active EE | $9,693 | $3,467+179.6% | $4,653+108.3% | $3,952+145.3% |
| Admin fee / account holder | $12,752 | $5,469+133.2% | $6,752+88.9% | $6,260+103.7% |