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 | $375,524 | $95,416+293.6% | $185,823+102.1% | $85,850+337.4% |
| Participation rate | 95.7% | 68.8%+26.9pp | 81.7%+14.0pp | 69.3%+26.3pp |
| Annual return | 13.35% | 23.59%-10.2pp | 122.05%-108.7pp | 318.53%-305.2pp |
| Employer contribution / active EE | $5,679 | $3,314+71.4% | $5,167+9.9% | $2,565+121.4% |
| Participant deferral / active EE | $11,763 | $3,423+243.6% | $5,568+111.3% | $3,952+197.7% |
| Admin fee / account holder | $8,127 | $7,213+12.7% | $16,237-49.9% | $6,260+29.8% |