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 | $305,235 | $98,750+209.1% | $149,696+103.9% | $79,858+282.2% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.5%+14.4pp | 69.6%+27.2pp |
| Annual return | 13.76% | 27.43%-13.7pp | 276.60%-262.8pp | 31.71%-18.0pp |
| Employer contribution / active EE | $11,334 | $3,216+252.4% | $4,644+144.1% | $2,471+358.7% |
| Participant deferral / active EE | $9,005 | $5,680+58.5% | $6,842+31.6% | $3,740+140.8% |
| Admin fee / account holder | $2,380 | $6,053-60.7% | $9,309-74.4% | $5,306-55.1% |