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 | $392,351 | $69,977+460.7% | $108,579+261.4% | $62,891+523.9% |
| Participation rate | 94.3% | 72.9%+21.4pp | 79.6%+14.7pp | 69.3%+25.0pp |
| Annual return | 7.76% | 10.73%-3.0pp | -51.70%+59.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $18,455 | $2,135+764.4% | $3,758+391.1% | $2,281+709.1% |
| Participant deferral / active EE | $13,426 | $3,165+324.2% | $4,311+211.4% | $3,203+319.2% |
| Admin fee / account holder | $51,439 | $5,076+913.3% | $7,645+572.8% | $4,296+1097.5% |