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 | $292,266 | $98,750+196.0% | $149,696+95.2% | $79,858+266.0% |
| Participation rate | 94.6% | 75.8%+18.8pp | 82.5%+12.1pp | 69.6%+25.0pp |
| Annual return | 15.02% | 27.43%-12.4pp | 276.60%-261.6pp | 31.71%-16.7pp |
| Employer contribution / active EE | $10,928 | $3,216+239.8% | $4,644+135.3% | $2,471+342.3% |
| Participant deferral / active EE | $8,715 | $5,680+53.4% | $6,842+27.4% | $3,740+133.0% |
| Admin fee / account holder | $45,493 | $6,053+651.6% | $9,309+388.7% | $5,306+757.4% |