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 | $356,453 | $93,571+280.9% | $135,903+162.3% | $75,163+374.2% |
| Participation rate | 88.9% | 75.2%+13.7pp | 81.9%+7.0pp | 67.2%+21.7pp |
| Annual return | 16.01% | 30.90%-14.9pp | 68.23%-52.2pp | 160.62%-144.6pp |
| Employer contribution / active EE | $10,889 | $3,537+207.9% | $4,856+124.2% | $2,670+307.9% |
| Participant deferral / active EE | $16,324 | $6,404+154.9% | $7,758+110.4% | $4,125+295.7% |
| Admin fee / account holder | $47,866 | $6,975+586.2% | $10,762+344.8% | $5,651+747.0% |