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 | $408,049 | $103,376+294.7% | $87,100+368.5% | $152,861+166.9% |
| Participation rate | 93.8% | 79.3%+14.4pp | 76.9%+16.9pp | 82.4%+11.3pp |
| Annual return | 19.35% | 28.10%-8.7pp | 28.19%-8.8pp | 345.32%-326.0pp |
| Employer contribution / active EE | $10,711 | $3,220+232.6% | $2,521+324.8% | $4,762+124.9% |
| Participant deferral / active EE | $8,042 | $4,778+68.3% | $4,049+98.6% | $5,850+37.5% |
| Admin fee / account holder | $26,827 | $12,205+119.8% | $7,497+257.9% | $11,596+131.3% |