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 | $592,918 | $95,416+521.4% | $185,823+219.1% | $85,850+590.6% |
| Participation rate | 97.5% | 68.8%+28.7pp | 81.7%+15.8pp | 69.3%+28.2pp |
| Annual return | 12.84% | 23.59%-10.7pp | 122.05%-109.2pp | 318.53%-305.7pp |
| Employer contribution / active EE | $25,843 | $3,314+679.9% | $5,167+400.1% | $2,565+907.5% |
| Participant deferral / active EE | $9,616 | $3,423+180.9% | $5,568+72.7% | $3,952+143.3% |
| Admin fee / account holder | $2,076 | $7,213-71.2% | $16,237-87.2% | $6,260-66.8% |