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 | $289,397 | $95,416+203.3% | $185,823+55.7% | $85,850+237.1% |
| Participation rate | 90.0% | 68.8%+21.2pp | 81.7%+8.3pp | 69.3%+20.7pp |
| Annual return | 14.12% | 23.59%-9.5pp | 122.05%-107.9pp | 318.53%-304.4pp |
| Employer contribution / active EE | $11,205 | $3,314+238.2% | $5,167+116.9% | $2,565+336.8% |
| Participant deferral / active EE | $10,725 | $3,423+213.3% | $5,568+92.6% | $3,952+171.4% |
| Admin fee / account holder | $13,048 | $7,213+80.9% | $16,237-19.6% | $6,260+108.4% |