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 | $318,818 | $98,750+222.9% | $149,696+113.0% | $79,858+299.2% |
| Participation rate | 92.1% | 75.8%+16.3pp | 82.5%+9.6pp | 69.6%+22.5pp |
| Annual return | 18.98% | 27.43%-8.4pp | 276.60%-257.6pp | 31.71%-12.7pp |
| Employer contribution / active EE | $13,496 | $3,216+319.6% | $4,644+190.6% | $2,471+446.2% |
| Participant deferral / active EE | $11,520 | $5,680+102.8% | $6,842+68.4% | $3,740+208.0% |
| Admin fee / account holder | $933 | $6,053-84.6% | $9,309-90.0% | $5,306-82.4% |