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 | $302,556 | $94,625+219.7% | $116,228+160.3% | $84,808+256.8% |
| Participation rate | 91.6% | 70.4%+21.1pp | 74.6%+17.0pp | 68.3%+23.3pp |
| Annual return | 14.55% | 20.40%-5.9pp | 90.06%-75.5pp | 40.90%-26.3pp |
| Employer contribution / active EE | $10,543 | $2,347+349.3% | $2,994+252.1% | $2,631+300.7% |
| Participant deferral / active EE | $6,825 | $3,972+71.8% | $4,953+37.8% | $4,212+62.0% |
| Admin fee / account holder | $22,359 | $10,091+121.6% | $11,989+86.5% | $7,344+204.5% |