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 | $321,149 | $111,535+187.9% | $105,223+205.2% | $137,256+134.0% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.0%+13.8pp | 80.0%+8.9pp |
| Annual return | 14.15% | 237.85%-223.7pp | 180.65%-166.5pp | 220.34%-206.2pp |
| Employer contribution / active EE | $14,638 | $3,939+271.6% | $3,689+296.8% | $4,156+252.2% |
| Participant deferral / active EE | $13,012 | $5,500+136.6% | $5,072+156.6% | $6,407+103.1% |
| Admin fee / account holder | $20,014 | $9,721+105.9% | $8,859+125.9% | $12,270+63.1% |