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 | $314,442 | $98,750+218.4% | $149,696+110.1% | $79,858+293.8% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.5%+10.1pp | 69.6%+23.0pp |
| Annual return | 12.95% | 27.43%-14.5pp | 276.60%-263.7pp | 31.71%-18.8pp |
| Employer contribution / active EE | $8,669 | $3,216+169.5% | $4,644+86.7% | $2,471+250.9% |
| Participant deferral / active EE | $11,005 | $5,680+93.7% | $6,842+60.9% | $3,740+194.3% |
| Admin fee / account holder | $8,173 | $6,053+35.0% | $9,309-12.2% | $5,306+54.0% |