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 | $270,291 | $93,571+188.9% | $135,903+98.9% | $75,163+259.6% |
| Participation rate | 97.4% | 75.2%+22.2pp | 81.9%+15.5pp | 67.2%+30.2pp |
| Annual return | 17.85% | 30.90%-13.1pp | 68.23%-50.4pp | 160.62%-142.8pp |
| Employer contribution / active EE | $7,673 | $3,537+117.0% | $4,856+58.0% | $2,670+187.4% |
| Participant deferral / active EE | $11,794 | $6,404+84.2% | $7,758+52.0% | $4,125+185.9% |
| Admin fee / account holder | $2,121 | $6,975-69.6% | $10,762-80.3% | $5,651-62.5% |