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 | $356,114 | $109,881+224.1% | $150,045+137.3% | $84,808+319.9% |
| Participation rate | 97.4% | 76.1%+21.3pp | 82.3%+15.1pp | 68.3%+29.1pp |
| Annual return | 17.14% | 28.25%-11.1pp | 62.55%-45.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $11,893 | $3,561+234.0% | $4,693+153.4% | $2,631+352.0% |
| Participant deferral / active EE | $11,410 | $6,636+71.9% | $7,997+42.7% | $4,212+170.9% |
| Admin fee / account holder | $1,670 | $8,568-80.5% | $13,435-87.6% | $7,344-77.3% |