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 | $385,789 | $77,899+395.2% | $149,673+157.8% | $75,163+413.3% |
| Participation rate | 95.2% | 65.6%+29.7pp | 78.8%+16.5pp | 67.2%+28.0pp |
| Annual return | 19.42% | 31.72%-12.3pp | 134.42%-115.0pp | 160.62%-141.2pp |
| Employer contribution / active EE | $19,765 | $3,137+530.0% | $4,818+310.3% | $2,670+640.3% |
| Participant deferral / active EE | $16,209 | $3,411+375.2% | $5,680+185.4% | $4,125+292.9% |
| Admin fee / account holder | $45,453 | $5,956+663.1% | $13,210+244.1% | $5,651+704.3% |