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 | $379,954 | $93,571+306.1% | $135,903+179.6% | $75,163+405.5% |
| Participation rate | 94.4% | 75.2%+19.3pp | 81.9%+12.5pp | 67.2%+27.3pp |
| Annual return | 17.03% | 30.90%-13.9pp | 68.23%-51.2pp | 160.62%-143.6pp |
| Employer contribution / active EE | $17,407 | $3,537+392.2% | $4,856+258.5% | $2,670+552.0% |
| Participant deferral / active EE | $17,600 | $6,404+174.8% | $7,758+126.9% | $4,125+326.7% |
| Admin fee / account holder | $7,842 | $6,975+12.4% | $10,762-27.1% | $5,651+38.8% |