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 | $277,121 | $98,750+180.6% | $149,696+85.1% | $79,858+247.0% |
| Participation rate | 94.4% | 75.8%+18.6pp | 82.5%+11.9pp | 69.6%+24.7pp |
| Annual return | 14.49% | 27.43%-12.9pp | 276.60%-262.1pp | 31.71%-17.2pp |
| Employer contribution / active EE | $6,630 | $3,216+106.1% | $4,644+42.8% | $2,471+168.3% |
| Participant deferral / active EE | $8,730 | $5,680+53.7% | $6,842+27.6% | $3,740+133.4% |
| Admin fee / account holder | $37,818 | $6,053+524.8% | $9,309+306.3% | $5,306+612.7% |