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 | $372,220 | $73,933+403.5% | $96,683+285.0% | $75,163+395.2% |
| Participation rate | 95.3% | 66.4%+28.9pp | 74.3%+21.0pp | 67.2%+28.2pp |
| Annual return | 14.54% | 26.70%-12.2pp | 35.69%-21.1pp | 160.62%-146.1pp |
| Employer contribution / active EE | $9,067 | $2,928+209.7% | $3,737+142.7% | $2,670+239.6% |
| Participant deferral / active EE | $12,863 | $3,659+251.6% | $4,878+163.7% | $4,125+211.8% |
| Admin fee / account holder | $47,504 | $5,216+810.7% | $6,730+605.9% | $5,651+740.6% |