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 | $312,761 | $77,899+301.5% | $149,673+109.0% | $75,163+316.1% |
| Participation rate | 90.0% | 65.6%+24.4pp | 78.8%+11.2pp | 67.2%+22.8pp |
| Annual return | 16.36% | 31.72%-15.4pp | 134.42%-118.1pp | 160.62%-144.3pp |
| Employer contribution / active EE | $19,494 | $3,137+521.3% | $4,818+304.6% | $2,670+630.2% |
| Participant deferral / active EE | $12,775 | $3,411+274.5% | $5,680+124.9% | $4,125+209.7% |
| Admin fee / account holder | $48,357 | $5,956+711.9% | $13,210+266.1% | $5,651+755.7% |