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 | $273,707 | $63,346+332.1% | $92,233+196.8% | $70,131+290.3% |
| Participation rate | 98.0% | 68.7%+29.4pp | 76.5%+21.6pp | 69.5%+28.5pp |
| Annual return | 17.83% | 530.12%-512.3pp | 176.28%-158.5pp | 73.14%-55.3pp |
| Employer contribution / active EE | $14,912 | $2,471+503.4% | $3,679+305.3% | $2,342+536.6% |
| Participant deferral / active EE | $9,304 | $2,854+226.0% | $3,897+138.8% | $3,332+179.2% |
| Admin fee / account holder | $7,000 | $3,840+82.3% | $5,194+34.8% | $4,645+50.7% |