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 | $315,496 | $148,978+111.8% | $200,582+57.3% | $84,808+272.0% |
| Participation rate | 96.4% | 84.2%+12.2pp | 86.9%+9.5pp | 68.3%+28.1pp |
| Annual return | 16.78% | 28.16%-11.4pp | 42.33%-25.6pp | 40.90%-24.1pp |
| Employer contribution / active EE | $27,858 | $4,815+478.6% | $6,419+334.0% | $2,631+958.9% |
| Participant deferral / active EE | $19,613 | $7,142+174.6% | $9,331+110.2% | $4,212+365.7% |
| Admin fee / account holder | $807 | $13,977-94.2% | $16,305-95.1% | $7,344-89.0% |