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 | $341,546 | $93,571+265.0% | $135,903+151.3% | $75,163+354.4% |
| Participation rate | 86.3% | 75.2%+11.1pp | 81.9%+4.3pp | 67.2%+19.1pp |
| Annual return | 15.75% | 30.90%-15.2pp | 68.23%-52.5pp | 160.62%-144.9pp |
| Employer contribution / active EE | $12,125 | $3,537+242.8% | $4,856+149.7% | $2,670+354.1% |
| Participant deferral / active EE | $12,573 | $6,404+96.3% | $7,758+62.1% | $4,125+204.8% |
| Admin fee / account holder | $25,032 | $6,975+258.9% | $10,762+132.6% | $5,651+343.0% |