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 | $375,443 | $85,202+340.7% | $172,739+117.3% | $72,985+414.4% |
| Participation rate | 92.9% | 70.1%+22.8pp | 82.6%+10.2pp | 69.5%+23.4pp |
| Annual return | 20.30% | 27.32%-7.0pp | 802.84%-782.5pp | 81.00%-60.7pp |
| Employer contribution / active EE | $13,297 | $3,324+300.0% | $5,143+158.5% | $2,440+445.0% |
| Participant deferral / active EE | $9,585 | $3,260+194.0% | $5,198+84.4% | $3,607+165.7% |
| Admin fee / account holder | $137,564 | $5,884+2238.0% | $13,954+885.8% | $5,124+2584.5% |