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 | $328,257 | $98,750+232.4% | $149,696+119.3% | $79,858+311.1% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.5%+14.4pp | 69.6%+27.2pp |
| Annual return | 22.24% | 27.43%-5.2pp | 276.60%-254.4pp | 31.71%-9.5pp |
| Employer contribution / active EE | $7,254 | $3,216+125.5% | $4,644+56.2% | $2,471+193.6% |
| Participant deferral / active EE | $12,081 | $5,680+112.7% | $6,842+76.6% | $3,740+223.0% |
| Admin fee / account holder | $17,788 | $6,053+193.9% | $9,309+91.1% | $5,306+235.2% |