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 | $296,878 | $73,933+301.6% | $96,683+207.1% | $75,163+295.0% |
| Participation rate | 90.6% | 66.4%+24.2pp | 74.3%+16.3pp | 67.2%+23.4pp |
| Annual return | 13.93% | 26.70%-12.8pp | 35.69%-21.8pp | 160.62%-146.7pp |
| Employer contribution / active EE | $17,989 | $2,928+514.5% | $3,737+381.4% | $2,670+573.8% |
| Participant deferral / active EE | $8,817 | $3,659+141.0% | $4,878+80.7% | $4,125+113.7% |
| Admin fee / account holder | $17,076 | $5,216+227.4% | $6,730+153.8% | $5,651+202.2% |