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 | $250,777 | $78,422+219.8% | $95,952+161.4% | $79,858+214.0% |
| Participation rate | 83.8% | 73.5%+10.3pp | 77.1%+6.7pp | 69.6%+14.2pp |
| Annual return | 14.88% | 19.37%-4.5pp | 91.61%-76.7pp | 31.71%-16.8pp |
| Employer contribution / active EE | $11,525 | $1,945+492.5% | $2,541+353.5% | $2,471+366.4% |
| Participant deferral / active EE | $9,404 | $3,440+173.4% | $4,167+125.7% | $3,740+151.4% |
| Admin fee / account holder | $66,278 | $5,622+1078.9% | $6,795+875.3% | $5,306+1149.1% |