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 | $344,949 | $98,750+249.3% | $149,696+130.4% | $79,858+332.0% |
| Participation rate | 94.7% | 75.8%+19.0pp | 82.5%+12.3pp | 69.6%+25.1pp |
| Annual return | 15.09% | 27.43%-12.3pp | 276.60%-261.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $10,125 | $3,216+214.8% | $4,644+118.0% | $2,471+309.8% |
| Participant deferral / active EE | $13,190 | $5,680+132.2% | $6,842+92.8% | $3,740+252.7% |
| Admin fee / account holder | $17,702 | $6,053+192.5% | $9,309+90.2% | $5,306+233.6% |