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 8-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 | $375,967 | $77,899+382.6% | $149,673+151.2% | $75,163+400.2% |
| Participation rate | 98.6% | 65.6%+33.1pp | 78.8%+19.9pp | 67.2%+31.5pp |
| Annual return | 15.28% | 31.72%-16.4pp | 134.42%-119.1pp | 160.62%-145.3pp |
| Employer contribution / active EE | $17,297 | $3,137+451.3% | $4,818+259.0% | $2,670+547.9% |
| Participant deferral / active EE | $11,716 | $3,411+243.5% | $5,680+106.3% | $4,125+184.0% |
| Admin fee / account holder | $43,757 | $5,956+634.6% | $13,210+231.2% | $5,651+674.3% |