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 | $400,318 | $77,634+415.6% | $156,549+155.7% | $62,891+536.5% |
| Participation rate | 93.8% | 71.2%+22.5pp | 84.0%+9.7pp | 69.3%+24.4pp |
| Annual return | 8.07% | 50.32%-42.2pp | 32.23%-24.2pp | 20.14%-12.1pp |
| Employer contribution / active EE | $12,267 | $3,444+256.2% | $5,501+123.0% | $2,281+437.8% |
| Participant deferral / active EE | $14,110 | $3,045+363.3% | $4,871+189.7% | $3,203+340.5% |
| Admin fee / account holder | $13,332 | $5,561+139.7% | $13,027+2.3% | $4,296+210.4% |