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 | $370,428 | $109,881+237.1% | $150,045+146.9% | $84,808+336.8% |
| Participation rate | 92.5% | 76.1%+16.5pp | 82.3%+10.2pp | 68.3%+24.2pp |
| Annual return | 16.06% | 28.25%-12.2pp | 62.55%-46.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $8,152 | $3,561+128.9% | $4,693+73.7% | $2,631+209.9% |
| Participant deferral / active EE | $11,371 | $6,636+71.4% | $7,997+42.2% | $4,212+170.0% |
| Admin fee / account holder | $11,871 | $8,568+38.6% | $13,435-11.6% | $7,344+61.7% |