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 | $304,805 | $71,050+329.0% | $93,606+225.6% | $80,856+277.0% |
| Participation rate | 96.4% | 60.4%+36.0pp | 68.7%+27.7pp | 67.6%+28.8pp |
| Annual return | 17.89% | 11.26%+6.6pp | 133.20%-115.3pp | 35.59%-17.7pp |
| Employer contribution / active EE | $10,142 | $1,564+548.6% | $2,420+319.1% | $2,755+268.2% |
| Participant deferral / active EE | $5,041 | $4,034+25.0% | $4,411+14.3% | $4,296+17.3% |
| Admin fee / account holder | $10,407 | $6,945+49.8% | $8,285+25.6% | $6,918+50.4% |