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 | $360,672 | $80,717+346.8% | $154,803+133.0% | $84,808+325.3% |
| Participation rate | 92.2% | 66.8%+25.4pp | 78.1%+14.1pp | 68.3%+23.9pp |
| Annual return | 17.28% | 37.96%-20.7pp | 58.88%-41.6pp | 40.90%-23.6pp |
| Employer contribution / active EE | $14,682 | $2,761+431.7% | $4,305+241.0% | $2,631+458.1% |
| Participant deferral / active EE | $7,542 | $3,303+128.3% | $5,540+36.1% | $4,212+79.1% |
| Admin fee / account holder | $7,792 | $6,746+15.5% | $14,329-45.6% | $7,344+6.1% |