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 | $293,802 | $68,547+328.6% | $120,354+144.1% | $80,856+263.4% |
| Participation rate | 93.0% | 61.6%+31.4pp | 71.9%+21.1pp | 67.6%+25.4pp |
| Annual return | 13.37% | 23.60%-10.2pp | 107.15%-93.8pp | 35.59%-22.2pp |
| Employer contribution / active EE | $6,397 | $2,051+211.8% | $3,463+84.7% | $2,755+132.2% |
| Participant deferral / active EE | $9,773 | $3,173+208.0% | $4,991+95.8% | $4,296+127.5% |
| Admin fee / account holder | $27,428 | $5,732+378.5% | $9,423+191.1% | $6,918+296.5% |