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 | $363,491 | $89,355+306.8% | $141,162+157.5% | $72,985+398.0% |
| Participation rate | 96.9% | 75.1%+21.8pp | 82.5%+14.4pp | 69.5%+27.4pp |
| Annual return | 21.28% | 111.85%-90.6pp | 71.39%-50.1pp | 81.00%-59.7pp |
| Employer contribution / active EE | $12,656 | $3,114+306.4% | $4,735+167.3% | $2,440+418.7% |
| Participant deferral / active EE | $8,046 | $5,418+48.5% | $6,709+19.9% | $3,607+123.0% |
| Admin fee / account holder | $8,890 | $5,958+49.2% | $10,261-13.4% | $5,124+73.5% |