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 | $345,808 | $68,547+404.5% | $120,354+187.3% | $80,856+327.7% |
| Participation rate | 97.3% | 61.6%+35.7pp | 71.9%+25.4pp | 67.6%+29.7pp |
| Annual return | 16.42% | 23.60%-7.2pp | 107.15%-90.7pp | 35.59%-19.2pp |
| Employer contribution / active EE | $10,823 | $2,051+427.6% | $3,463+212.6% | $2,755+292.9% |
| Participant deferral / active EE | $13,739 | $3,173+332.9% | $4,991+175.3% | $4,296+219.8% |
| Admin fee / account holder | $25,745 | $5,732+349.2% | $9,423+173.2% | $6,918+272.1% |