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 | $589,309 | $95,416+517.6% | $185,823+217.1% | $85,850+586.4% |
| Participation rate | 94.6% | 68.8%+25.8pp | 81.7%+12.9pp | 69.3%+25.3pp |
| Annual return | 14.11% | 23.59%-9.5pp | 122.05%-107.9pp | 318.53%-304.4pp |
| Employer contribution / active EE | $22,639 | $3,314+583.2% | $5,167+338.1% | $2,565+782.6% |
| Participant deferral / active EE | $16,207 | $3,423+373.4% | $5,568+191.1% | $3,952+310.1% |
| Admin fee / account holder | $37,852 | $7,213+424.8% | $16,237+133.1% | $6,260+504.7% |