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 | $281,462 | $98,750+185.0% | $149,696+88.0% | $79,858+252.5% |
| Participation rate | 94.9% | 75.8%+19.1pp | 82.5%+12.4pp | 69.6%+25.2pp |
| Annual return | 13.77% | 27.43%-13.7pp | 276.60%-262.8pp | 31.71%-17.9pp |
| Employer contribution / active EE | $6,530 | $3,216+103.0% | $4,644+40.6% | $2,471+164.3% |
| Participant deferral / active EE | $13,271 | $5,680+133.6% | $6,842+94.0% | $3,740+254.8% |
| Admin fee / account holder | $18,353 | $6,053+203.2% | $9,309+97.2% | $5,306+245.9% |