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 | $358,996 | $98,750+263.5% | $149,696+139.8% | $79,858+349.5% |
| Participation rate | 82.2% | 75.8%+6.4pp | 82.5%-0.3pp | 69.6%+12.6pp |
| Annual return | 17.70% | 27.43%-9.7pp | 276.60%-258.9pp | 31.71%-14.0pp |
| Employer contribution / active EE | $7,154 | $3,216+122.4% | $4,644+54.0% | $2,471+189.6% |
| Participant deferral / active EE | $9,751 | $5,680+71.7% | $6,842+42.5% | $3,740+160.7% |
| Admin fee / account holder | $12,122 | $6,053+100.3% | $9,309+30.2% | $5,306+128.5% |