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 | $292,297 | $80,717+262.1% | $154,803+88.8% | $84,808+244.7% |
| Participation rate | 96.7% | 66.8%+29.9pp | 78.1%+18.6pp | 68.3%+28.4pp |
| Annual return | 17.53% | 37.96%-20.4pp | 58.88%-41.3pp | 40.90%-23.4pp |
| Employer contribution / active EE | $11,135 | $2,761+303.3% | $4,305+158.6% | $2,631+323.2% |
| Participant deferral / active EE | $6,486 | $3,303+96.3% | $5,540+17.1% | $4,212+54.0% |
| Admin fee / account holder | $37,716 | $6,746+459.1% | $14,329+163.2% | $7,344+413.6% |