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 5-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 | $357,153 | $87,013+310.5% | $106,213+236.3% | $80,856+341.7% |
| Participation rate | 98.0% | 70.4%+27.6pp | 75.3%+22.8pp | 67.6%+30.4pp |
| Annual return | 14.70% | 17.05%-2.4pp | 116.14%-101.4pp | 35.59%-20.9pp |
| Employer contribution / active EE | $6,348 | $2,395+165.0% | $3,171+100.2% | $2,755+130.4% |
| Participant deferral / active EE | $12,465 | $3,986+212.7% | $5,016+148.5% | $4,296+190.2% |
| Admin fee / account holder | $17,441 | $8,431+106.9% | $11,033+58.1% | $6,918+152.1% |