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 | $287,796 | $91,760+213.6% | $156,181+84.3% | $67,986+323.3% |
| Participation rate | 95.8% | 65.0%+30.8pp | 78.8%+17.0pp | 57.2%+38.6pp |
| Annual return | 15.90% | 18.14%-2.2pp | 64.87%-49.0pp | 31.67%-15.8pp |
| Employer contribution / active EE | $14,783 | $2,419+511.0% | $4,294+244.3% | $2,019+632.3% |
| Participant deferral / active EE | $0 | $3,960-100.0% | $6,132-100.0% | $3,358-100.0% |
| Admin fee / account holder | $5,559 | $3,949+40.8% | $14,586-61.9% | $3,203+73.5% |