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 | $302,255 | $73,933+308.8% | $96,683+212.6% | $75,163+302.1% |
| Participation rate | 94.9% | 66.4%+28.4pp | 74.3%+20.5pp | 67.2%+27.7pp |
| Annual return | 15.01% | 26.70%-11.7pp | 35.69%-20.7pp | 160.62%-145.6pp |
| Employer contribution / active EE | $12,840 | $2,928+338.6% | $3,737+243.6% | $2,670+380.9% |
| Participant deferral / active EE | $10,252 | $3,659+180.2% | $4,878+110.2% | $4,125+148.5% |
| Admin fee / account holder | $43,467 | $5,216+733.3% | $6,730+545.9% | $5,651+669.2% |