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 | $403,467 | $89,355+351.5% | $141,162+185.8% | $72,985+452.8% |
| Participation rate | 94.9% | 75.1%+19.8pp | 82.5%+12.4pp | 69.5%+25.4pp |
| Annual return | 24.07% | 111.85%-87.8pp | 71.39%-47.3pp | 81.00%-56.9pp |
| Employer contribution / active EE | $8,067 | $3,114+159.0% | $4,735+70.4% | $2,440+230.6% |
| Participant deferral / active EE | $10,370 | $5,418+91.4% | $6,709+54.6% | $3,607+187.5% |
| Admin fee / account holder | $1,203 | $5,958-79.8% | $10,261-88.3% | $5,124-76.5% |