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 | $466,192 | $98,750+372.1% | $149,696+211.4% | $79,858+483.8% |
| Participation rate | 97.1% | 75.8%+21.4pp | 82.5%+14.7pp | 69.6%+27.5pp |
| Annual return | 17.11% | 27.43%-10.3pp | 276.60%-259.5pp | 31.71%-14.6pp |
| Employer contribution / active EE | $20,880 | $3,216+549.2% | $4,644+349.6% | $2,471+745.1% |
| Participant deferral / active EE | $13,152 | $5,680+131.5% | $6,842+92.2% | $3,740+251.7% |
| Admin fee / account holder | $22,061 | $6,053+264.5% | $9,309+137.0% | $5,306+315.7% |