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 | $319,193 | $98,750+223.2% | $149,696+113.2% | $79,858+299.7% |
| Participation rate | 94.4% | 75.8%+18.6pp | 82.5%+11.9pp | 69.6%+24.7pp |
| Annual return | 17.68% | 27.43%-9.7pp | 276.60%-258.9pp | 31.71%-14.0pp |
| Employer contribution / active EE | $16,163 | $3,216+402.5% | $4,644+248.0% | $2,471+554.2% |
| Participant deferral / active EE | $3,345 | $5,680-41.1% | $6,842-51.1% | $3,740-10.6% |
| Admin fee / account holder | $7,754 | $6,053+28.1% | $9,309-16.7% | $5,306+46.1% |