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 | $379,678 | $93,571+305.8% | $135,903+179.4% | $75,163+405.1% |
| Participation rate | 96.2% | 75.2%+21.0pp | 81.9%+14.2pp | 67.2%+29.0pp |
| Annual return | 25.66% | 30.90%-5.2pp | 68.23%-42.6pp | 160.62%-135.0pp |
| Employer contribution / active EE | $9,878 | $3,537+179.3% | $4,856+103.4% | $2,670+270.0% |
| Participant deferral / active EE | $23,493 | $6,404+266.8% | $7,758+202.8% | $4,125+469.5% |
| Admin fee / account holder | $733 | $6,975-89.5% | $10,762-93.2% | $5,651-87.0% |