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 | $386,165 | $95,416+304.7% | $185,823+107.8% | $85,850+349.8% |
| Participation rate | 84.6% | 68.8%+15.9pp | 81.7%+2.9pp | 69.3%+15.3pp |
| Annual return | 11.87% | 23.59%-11.7pp | 122.05%-110.2pp | 318.53%-306.7pp |
| Employer contribution / active EE | $12,727 | $3,314+284.1% | $5,167+146.3% | $2,565+396.2% |
| Participant deferral / active EE | $7,624 | $3,423+122.7% | $5,568+36.9% | $3,952+92.9% |
| Admin fee / account holder | $43,904 | $7,213+508.7% | $16,237+170.4% | $6,260+601.4% |