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 | $422,598 | $89,355+372.9% | $141,162+199.4% | $72,985+479.0% |
| Participation rate | 90.6% | 75.1%+15.5pp | 82.5%+8.2pp | 69.5%+21.1pp |
| Annual return | 23.23% | 111.85%-88.6pp | 71.39%-48.2pp | 81.00%-57.8pp |
| Employer contribution / active EE | $6,697 | $3,114+115.0% | $4,735+41.4% | $2,440+174.5% |
| Participant deferral / active EE | $6,886 | $5,418+27.1% | $6,709+2.6% | $3,607+90.9% |
| Admin fee / account holder | $27,668 | $5,958+364.4% | $10,261+169.6% | $5,124+439.9% |