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 | $287,487 | $106,749+169.3% | $145,433+97.7% | $82,448+248.7% |
| Participation rate | 92.6% | 75.6%+16.9pp | 82.1%+10.5pp | 68.1%+24.5pp |
| Annual return | 21.33% | 27.59%-6.3pp | 66.58%-45.2pp | 41.64%-20.3pp |
| Employer contribution / active EE | $11,706 | $3,444+239.8% | $4,554+157.0% | $2,551+358.9% |
| Participant deferral / active EE | $21,592 | $6,519+231.2% | $7,897+173.4% | $4,139+421.6% |
| Admin fee / account holder | $14,982 | $8,390+78.6% | $13,129+14.1% | $7,234+107.1% |