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 | $252,326 | $91,190+176.7% | $178,490+41.4% | $79,858+216.0% |
| Participation rate | 91.4% | 69.2%+22.2pp | 81.9%+9.5pp | 69.6%+21.8pp |
| Annual return | 20.11% | 24.19%-4.1pp | 151.07%-131.0pp | 31.71%-11.6pp |
| Employer contribution / active EE | $7,526 | $3,256+131.2% | $5,011+50.2% | $2,471+204.6% |
| Participant deferral / active EE | $6,506 | $3,236+101.0% | $5,202+25.1% | $3,740+73.9% |
| Admin fee / account holder | $3,593 | $6,751-46.8% | $13,984-74.3% | $5,306-32.3% |