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 | $496,114 | $77,899+536.9% | $149,673+231.5% | $75,163+560.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.18% | 31.72%-16.5pp | 134.42%-119.2pp | 160.62%-145.4pp |
| Employer contribution / active EE | $27,215 | $3,137+767.4% | $4,818+464.9% | $2,670+919.4% |
| Participant deferral / active EE | $20,048 | $3,411+487.7% | $5,680+253.0% | $4,125+386.0% |
| Admin fee / account holder | $52,585 | $5,956+782.9% | $13,210+298.1% | $5,651+830.6% |