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 | $342,446 | $93,571+266.0% | $135,903+152.0% | $75,163+355.6% |
| Participation rate | 94.7% | 75.2%+19.6pp | 81.9%+12.8pp | 67.2%+27.5pp |
| Annual return | 16.19% | 30.90%-14.7pp | 68.23%-52.0pp | 160.62%-144.4pp |
| Employer contribution / active EE | $9,499 | $3,537+168.6% | $4,856+95.6% | $2,670+255.8% |
| Participant deferral / active EE | $11,410 | $6,404+78.2% | $7,758+47.1% | $4,125+176.6% |
| Admin fee / account holder | $28,246 | $6,975+304.9% | $10,762+162.5% | $5,651+399.9% |