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 | $380,068 | $77,634+389.6% | $156,549+142.8% | $62,891+504.3% |
| Participation rate | 97.4% | 71.2%+26.2pp | 84.0%+13.4pp | 69.3%+28.1pp |
| Annual return | 7.45% | 50.32%-42.9pp | 32.23%-24.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $9,215 | $3,444+167.6% | $5,501+67.5% | $2,281+304.0% |
| Participant deferral / active EE | $6,367 | $3,045+109.1% | $4,871+30.7% | $3,203+98.8% |
| Admin fee / account holder | $12,181 | $5,561+119.0% | $13,027-6.5% | $4,296+183.6% |