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 | $394,274 | $81,248+385.3% | $155,509+153.5% | $80,856+387.6% |
| Participation rate | 95.3% | 66.2%+29.1pp | 78.2%+17.2pp | 67.6%+27.7pp |
| Annual return | 12.09% | 33.31%-21.2pp | 64.67%-52.6pp | 35.59%-23.5pp |
| Employer contribution / active EE | $19,555 | $3,100+530.7% | $4,672+318.5% | $2,755+609.8% |
| Participant deferral / active EE | $13,738 | $3,452+298.0% | $5,626+144.2% | $4,296+219.8% |
| Admin fee / account holder | $2,071 | $7,997-74.1% | $15,912-87.0% | $6,918-70.1% |