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 | $397,560 | $98,750+302.6% | $149,696+165.6% | $79,858+397.8% |
| Participation rate | 85.2% | 75.8%+9.4pp | 82.5%+2.7pp | 69.6%+15.6pp |
| Annual return | 46.16% | 27.43%+18.7pp | 276.60%-230.4pp | 31.71%+14.4pp |
| Employer contribution / active EE | $8,631 | $3,216+168.3% | $4,644+85.8% | $2,471+249.3% |
| Participant deferral / active EE | $12,973 | $5,680+128.4% | $6,842+89.6% | $3,740+246.9% |
| Admin fee / account holder | $14,386 | $6,053+137.7% | $9,309+54.5% | $5,306+171.1% |