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 | $436,730 | $109,881+297.5% | $150,045+191.1% | $84,808+415.0% |
| Participation rate | 98.2% | 76.1%+22.2pp | 82.3%+15.9pp | 68.3%+29.9pp |
| Annual return | 14.66% | 28.25%-13.6pp | 62.55%-47.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $9,001 | $3,561+152.8% | $4,693+91.8% | $2,631+242.1% |
| Participant deferral / active EE | $16,680 | $6,636+151.4% | $7,997+108.6% | $4,212+296.0% |
| Admin fee / account holder | $20,375 | $8,568+137.8% | $13,435+51.7% | $7,344+177.4% |