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 | $343,983 | $89,753+283.3% | $107,525+219.9% | $84,808+305.6% |
| Participation rate | 96.9% | 68.1%+28.9pp | 75.1%+21.8pp | 68.3%+28.6pp |
| Annual return | 15.90% | 29.48%-13.6pp | 181.32%-165.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $7,757 | $3,113+149.1% | $3,754+106.6% | $2,631+194.8% |
| Participant deferral / active EE | $6,601 | $4,056+62.8% | $5,116+29.0% | $4,212+56.7% |
| Admin fee / account holder | $49,392 | $7,222+583.9% | $8,919+453.8% | $7,344+572.6% |