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 | $328,936 | $98,750+233.1% | $149,696+119.7% | $79,858+311.9% |
| Participation rate | 95.3% | 75.8%+19.6pp | 82.5%+12.9pp | 69.6%+25.7pp |
| Annual return | 16.16% | 27.43%-11.3pp | 276.60%-260.4pp | 31.71%-15.6pp |
| Employer contribution / active EE | $3,006 | $3,216-6.6% | $4,644-35.3% | $2,471+21.6% |
| Participant deferral / active EE | $10,575 | $5,680+86.2% | $6,842+54.6% | $3,740+182.7% |
| Admin fee / account holder | $7,889 | $6,053+30.3% | $9,309-15.2% | $5,306+48.7% |