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 | $274,959 | $85,202+222.7% | $172,739+59.2% | $72,985+276.7% |
| Participation rate | 92.3% | 70.1%+22.2pp | 82.6%+9.7pp | 69.5%+22.8pp |
| Annual return | 22.14% | 27.32%-5.2pp | 802.84%-780.7pp | 81.00%-58.9pp |
| Employer contribution / active EE | $11,004 | $3,324+231.0% | $5,143+114.0% | $2,440+351.0% |
| Participant deferral / active EE | $12,974 | $3,260+298.0% | $5,198+149.6% | $3,607+259.7% |
| Admin fee / account holder | $4,651 | $5,884-21.0% | $13,954-66.7% | $5,124-9.2% |