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 | $293,065 | $98,750+196.8% | $149,696+95.8% | $79,858+267.0% |
| Participation rate | 95.3% | 75.8%+19.6pp | 82.5%+12.9pp | 69.6%+25.7pp |
| Annual return | 18.43% | 27.43%-9.0pp | 276.60%-258.2pp | 31.71%-13.3pp |
| Employer contribution / active EE | $4,049 | $3,216+25.9% | $4,644-12.8% | $2,471+63.9% |
| Participant deferral / active EE | $8,300 | $5,680+46.1% | $6,842+21.3% | $3,740+121.9% |
| Admin fee / account holder | $28,007 | $6,053+362.7% | $9,309+200.9% | $5,306+427.8% |