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 | $284,000 | $84,233+237.2% | $170,442+66.6% | $70,131+305.0% |
| Participation rate | 96.8% | 70.8%+25.9pp | 83.6%+13.2pp | 69.5%+27.2pp |
| Annual return | 15.23% | 23.06%-7.8pp | 205.93%-190.7pp | 73.14%-57.9pp |
| Employer contribution / active EE | $11,061 | $3,387+226.6% | $5,433+103.6% | $2,342+372.2% |
| Participant deferral / active EE | $8,179 | $3,086+165.1% | $4,939+65.6% | $3,332+145.5% |
| Admin fee / account holder | $12,651 | $5,698+122.0% | $13,880-8.9% | $4,645+172.3% |