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 | $364,572 | $100,923+261.2% | $150,045+143.0% | $74,304+390.6% |
| Participation rate | 95.2% | 70.1%+25.2pp | 82.3%+12.9pp | 60.3%+34.9pp |
| Annual return | 16.80% | 51.77%-35.0pp | 62.55%-45.7pp | 29.43%-12.6pp |
| Employer contribution / active EE | $7,489 | $3,463+116.2% | $4,693+59.6% | $2,241+234.2% |
| Participant deferral / active EE | $10,676 | $6,709+59.1% | $7,997+33.5% | $3,767+183.4% |
| Admin fee / account holder | $1,808 | $2,767-34.6% | $13,435-86.5% | $2,969-39.1% |