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 | $88,672+401.0% | $105,223+322.2% | $82,448+438.9% |
| Participation rate | 90.6% | 67.9%+22.7pp | 75.0%+15.6pp | 68.1%+22.6pp |
| Annual return | 16.33% | 30.86%-14.5pp | 180.65%-164.3pp | 41.64%-25.3pp |
| Employer contribution / active EE | $11,540 | $3,048+278.6% | $3,689+212.9% | $2,551+352.4% |
| Participant deferral / active EE | $11,361 | $4,036+181.5% | $5,072+124.0% | $4,139+174.5% |
| Admin fee / account holder | $10,239 | $7,146+43.3% | $8,859+15.6% | $7,234+41.5% |