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 | $325,941 | $93,571+248.3% | $135,903+139.8% | $75,163+333.6% |
| Participation rate | 96.9% | 75.2%+21.7pp | 81.9%+15.0pp | 67.2%+29.7pp |
| Annual return | 15.74% | 30.90%-15.2pp | 68.23%-52.5pp | 160.62%-144.9pp |
| Employer contribution / active EE | $7,480 | $3,537+111.5% | $4,856+54.0% | $2,670+180.2% |
| Participant deferral / active EE | $7,800 | $6,404+21.8% | $7,758+0.5% | $4,125+89.1% |
| Admin fee / account holder | $45,770 | $6,975+556.2% | $10,762+325.3% | $5,651+710.0% |