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 | $272,587 | $77,899+249.9% | $149,673+82.1% | $75,163+262.7% |
| Participation rate | 93.8% | 65.6%+28.3pp | 78.8%+15.1pp | 67.2%+26.7pp |
| Annual return | 17.00% | 31.72%-14.7pp | 134.42%-117.4pp | 160.62%-143.6pp |
| Employer contribution / active EE | $14,042 | $3,137+347.6% | $4,818+191.5% | $2,670+426.0% |
| Participant deferral / active EE | $7,280 | $3,411+113.4% | $5,680+28.2% | $4,125+76.5% |
| Admin fee / account holder | $29,642 | $5,956+397.7% | $13,210+124.4% | $5,651+424.5% |