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 | $365,991 | $98,750+270.6% | $149,696+144.5% | $79,858+358.3% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.5%+8.4pp | 69.6%+21.3pp |
| Annual return | 13.30% | 27.43%-14.1pp | 276.60%-263.3pp | 31.71%-18.4pp |
| Employer contribution / active EE | $11,645 | $3,216+262.0% | $4,644+150.7% | $2,471+371.3% |
| Participant deferral / active EE | $12,647 | $5,680+122.7% | $6,842+84.9% | $3,740+238.2% |
| Admin fee / account holder | $6,527 | $6,053+7.8% | $9,309-29.9% | $5,306+23.0% |