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 | $361,654 | $81,248+345.1% | $155,509+132.6% | $80,856+347.3% |
| Participation rate | 93.8% | 66.2%+27.5pp | 78.2%+15.6pp | 67.6%+26.1pp |
| Annual return | 13.74% | 33.31%-19.6pp | 64.67%-50.9pp | 35.59%-21.9pp |
| Employer contribution / active EE | $12,161 | $3,100+292.2% | $4,672+160.3% | $2,755+341.4% |
| Participant deferral / active EE | $7,011 | $3,452+103.1% | $5,626+24.6% | $4,296+63.2% |
| Admin fee / account holder | $9,770 | $7,997+22.2% | $15,912-38.6% | $6,918+41.2% |