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 | $398,662 | $102,317+289.6% | $146,958+171.3% | $80,856+393.0% |
| Participation rate | 87.3% | 75.8%+11.5pp | 82.2%+5.2pp | 67.6%+19.7pp |
| Annual return | 12.27% | 134.76%-122.5pp | 418.34%-406.1pp | 35.59%-23.3pp |
| Employer contribution / active EE | $10,129 | $3,713+172.8% | $4,933+105.3% | $2,755+267.7% |
| Participant deferral / active EE | $10,880 | $6,644+63.8% | $8,070+34.8% | $4,296+153.3% |
| Admin fee / account holder | $2,700 | $7,941-66.0% | $12,998-79.2% | $6,918-61.0% |