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 | $444,279 | $89,753+395.0% | $107,525+313.2% | $84,808+423.9% |
| Participation rate | 90.6% | 68.1%+22.6pp | 75.1%+15.6pp | 68.3%+22.3pp |
| Annual return | 16.33% | 29.48%-13.1pp | 181.32%-165.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $11,540 | $3,113+270.7% | $3,754+207.4% | $2,631+338.6% |
| Participant deferral / active EE | $11,361 | $4,056+180.1% | $5,116+122.1% | $4,212+169.8% |
| Admin fee / account holder | $10,239 | $7,222+41.8% | $8,919+14.8% | $7,344+39.4% |