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 | $372,014 | $77,314+381.2% | $177,989+109.0% | $80,856+360.1% |
| Participation rate | 96.3% | 65.7%+30.6pp | 77.1%+19.2pp | 67.6%+28.7pp |
| Annual return | 15.55% | 18.09%-2.5pp | 294.48%-278.9pp | 35.59%-20.0pp |
| Employer contribution / active EE | $9,506 | $2,292+314.7% | $3,949+140.7% | $2,755+245.1% |
| Participant deferral / active EE | $13,410 | $4,411+204.0% | $6,276+113.7% | $4,296+212.2% |
| Admin fee / account holder | $12,297 | $7,191+71.0% | $10,363+18.7% | $6,918+77.7% |