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 | $355,362 | $58,208+510.5% | $81,812+334.4% | $80,856+339.5% |
| Participation rate | 95.3% | 63.4%+31.9pp | 72.3%+23.0pp | 67.6%+27.7pp |
| Annual return | 13.10% | 41.66%-28.6pp | 773.79%-760.7pp | 35.59%-22.5pp |
| Employer contribution / active EE | $5,975 | $2,340+155.3% | $2,912+105.2% | $2,755+116.9% |
| Participant deferral / active EE | $10,343 | $3,281+215.2% | $4,319+139.5% | $4,296+140.8% |
| Admin fee / account holder | $29,571 | $4,981+493.6% | $7,386+300.4% | $6,918+327.5% |