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 | $288,073 | $77,164+273.3% | $178,014+61.8% | $80,874+256.2% |
| Participation rate | 97.4% | 65.7%+31.7pp | 77.1%+20.3pp | 67.6%+29.8pp |
| Annual return | 22.76% | 18.09%+4.7pp | 294.80%-272.0pp | 35.62%-12.9pp |
| Employer contribution / active EE | $14,055 | $2,288+514.4% | $3,950+255.8% | $2,756+410.0% |
| Participant deferral / active EE | $18,885 | $4,408+328.4% | $6,276+200.9% | $4,297+339.5% |
| Admin fee / account holder | $10,886 | $7,164+52.0% | $10,362+5.1% | $6,935+57.0% |