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 | $319,584 | $98,750+223.6% | $149,696+113.5% | $79,858+300.2% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.5%+13.9pp | 69.6%+26.7pp |
| Annual return | 17.39% | 27.43%-10.0pp | 276.60%-259.2pp | 31.71%-14.3pp |
| Employer contribution / active EE | $8,498 | $3,216+164.2% | $4,644+83.0% | $2,471+243.9% |
| Participant deferral / active EE | $12,127 | $5,680+113.5% | $6,842+77.2% | $3,740+224.2% |
| Admin fee / account holder | $11,846 | $6,053+95.7% | $9,309+27.3% | $5,306+123.2% |