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 | $461,958 | $91,538+404.7% | $129,995+255.4% | $75,163+514.6% |
| Participation rate | 98.1% | 71.4%+26.6pp | 78.5%+19.6pp | 67.2%+30.9pp |
| Annual return | 18.33% | -631.11%+649.4pp | -137.18%+155.5pp | 160.62%-142.3pp |
| Employer contribution / active EE | $23,794 | $2,845+736.3% | $4,320+450.8% | $2,670+791.2% |
| Participant deferral / active EE | $11,519 | $4,341+165.3% | $5,820+97.9% | $4,125+179.2% |
| Admin fee / account holder | $34,086 | $6,790+402.0% | $10,614+221.1% | $5,651+503.2% |