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 | $304,209 | $54,705+456.1% | $71,209+327.2% | $84,808+258.7% |
| Participation rate | 93.2% | 64.1%+29.1pp | 73.8%+19.4pp | 68.3%+24.9pp |
| Annual return | 17.40% | 35.90%-18.5pp | 282.51%-265.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $15,345 | $2,158+611.1% | $2,721+463.9% | $2,631+483.2% |
| Participant deferral / active EE | $10,210 | $3,030+236.9% | $4,175+144.5% | $4,212+142.4% |
| Admin fee / account holder | $17,771 | $4,863+265.4% | $5,349+232.2% | $7,344+142.0% |