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 | $322,942 | $98,750+227.0% | $149,696+115.7% | $79,858+304.4% |
| Participation rate | 88.2% | 75.8%+12.5pp | 82.5%+5.8pp | 69.6%+18.6pp |
| Annual return | 18.64% | 27.43%-8.8pp | 276.60%-258.0pp | 31.71%-13.1pp |
| Employer contribution / active EE | $9,557 | $3,216+197.1% | $4,644+105.8% | $2,471+286.8% |
| Participant deferral / active EE | $11,261 | $5,680+98.2% | $6,842+64.6% | $3,740+201.1% |
| Admin fee / account holder | $15,920 | $6,053+163.0% | $9,309+71.0% | $5,306+200.0% |