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 | $318,329 | $89,753+254.7% | $107,525+196.1% | $84,808+275.4% |
| Participation rate | 97.0% | 68.1%+28.9pp | 75.1%+21.9pp | 68.3%+28.7pp |
| Annual return | 15.18% | 29.48%-14.3pp | 181.32%-166.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $4,059 | $3,113+30.4% | $3,754+8.1% | $2,631+54.3% |
| Participant deferral / active EE | $10,722 | $4,056+164.3% | $5,116+109.6% | $4,212+154.6% |
| Admin fee / account holder | $45,159 | $7,222+525.3% | $8,919+406.3% | $7,344+514.9% |