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 | $459,115 | $109,881+317.8% | $150,045+206.0% | $84,808+441.4% |
| Participation rate | 96.8% | 76.1%+20.7pp | 82.3%+14.5pp | 68.3%+28.5pp |
| Annual return | 15.90% | 28.25%-12.4pp | 62.55%-46.7pp | 40.90%-25.0pp |
| Employer contribution / active EE | $10,927 | $3,561+206.8% | $4,693+132.8% | $2,631+315.3% |
| Participant deferral / active EE | $11,383 | $6,636+71.5% | $7,997+42.3% | $4,212+170.3% |
| Admin fee / account holder | $7,345 | $8,568-14.3% | $13,435-45.3% | $7,3440% |