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 | $355,976 | $91,552+288.8% | $133,956+165.7% | $79,858+345.8% |
| Participation rate | 92.9% | 73.3%+19.5pp | 79.8%+13.0pp | 69.6%+23.2pp |
| Annual return | 20.56% | 61.85%-41.3pp | 45.09%-24.5pp | 31.71%-11.2pp |
| Employer contribution / active EE | $13,209 | $2,384+454.2% | $3,919+237.1% | $2,471+434.6% |
| Participant deferral / active EE | $9,977 | $3,733+167.2% | $5,048+97.6% | $3,740+166.7% |
| Admin fee / account holder | $13,456 | $6,321+112.9% | $8,927+50.7% | $5,306+153.6% |