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 | $280,438 | $89,753+212.5% | $107,525+160.8% | $84,808+230.7% |
| Participation rate | 77.1% | 68.1%+9.1pp | 75.1%+2.1pp | 68.3%+8.8pp |
| Annual return | 17.25% | 29.48%-12.2pp | 181.32%-164.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $10,165 | $3,113+226.5% | $3,754+170.8% | $2,631+286.3% |
| Participant deferral / active EE | $11,334 | $4,056+179.4% | $5,116+121.6% | $4,212+169.1% |
| Admin fee / account holder | $19,148 | $7,222+165.1% | $8,919+114.7% | $7,344+160.7% |