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 | $292,390 | $102,317+185.8% | $146,958+99.0% | $80,856+261.6% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.2%+10.2pp | 67.6%+24.7pp |
| Annual return | 12.01% | 134.76%-122.8pp | 418.34%-406.3pp | 35.59%-23.6pp |
| Employer contribution / active EE | $14,785 | $3,713+298.2% | $4,933+199.7% | $2,755+436.7% |
| Participant deferral / active EE | $10,033 | $6,644+51.0% | $8,070+24.3% | $4,296+133.6% |
| Admin fee / account holder | $2,065 | $7,941-74.0% | $12,998-84.1% | $6,918-70.2% |