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 | $407,276 | $98,750+312.4% | $149,696+172.1% | $79,858+410.0% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.5%+10.1pp | 69.6%+23.0pp |
| Annual return | 13.93% | 27.43%-13.5pp | 276.60%-262.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $5,553 | $3,216+72.6% | $4,644+19.6% | $2,471+124.7% |
| Participant deferral / active EE | $11,948 | $5,680+110.3% | $6,842+74.6% | $3,740+219.5% |
| Admin fee / account holder | $23,168 | $6,053+282.8% | $9,309+148.9% | $5,306+336.6% |