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 | $341,248 | $72,277+372.1% | $101,248+237.0% | $79,858+327.3% |
| Participation rate | 97.4% | 68.5%+29.0pp | 75.8%+21.6pp | 69.6%+27.8pp |
| Annual return | 18.92% | 22.30%-3.4pp | 46.47%-27.6pp | 31.71%-12.8pp |
| Employer contribution / active EE | $11,596 | $2,692+330.8% | $3,660+216.9% | $2,471+369.3% |
| Participant deferral / active EE | $9,451 | $3,282+188.0% | $4,370+116.3% | $3,740+152.7% |
| Admin fee / account holder | $14,844 | $4,400+237.3% | $5,945+149.7% | $5,306+179.7% |