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 | $466,067 | $89,753+419.3% | $107,525+333.5% | $84,808+449.6% |
| Participation rate | 94.4% | 68.1%+26.4pp | 75.1%+19.4pp | 68.3%+26.1pp |
| Annual return | 15.16% | 29.48%-14.3pp | 181.32%-166.2pp | 40.90%-25.7pp |
| Employer contribution / active EE | $13,142 | $3,113+322.1% | $3,754+250.1% | $2,631+399.5% |
| Participant deferral / active EE | $6,636 | $4,056+63.6% | $5,116+29.7% | $4,212+57.6% |
| Admin fee / account holder | $22,773 | $7,222+215.3% | $8,919+155.3% | $7,344+210.1% |