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 | $745,940 | $68,346+991.4% | $94,646+688.1% | $75,163+892.4% |
| Participation rate | 94.3% | 76.1%+18.2pp | 80.8%+13.5pp | 67.2%+27.1pp |
| Annual return | 19.16% | 616.93%-597.8pp | 156.71%-137.5pp | 160.62%-141.5pp |
| Employer contribution / active EE | $5,191 | $2,701+92.2% | $3,672+41.4% | $2,670+94.4% |
| Participant deferral / active EE | $21,073 | $6,537+222.3% | $7,418+184.1% | $4,125+410.9% |
| Admin fee / account holder | $13,220 | $5,326+148.2% | $7,231+82.8% | $5,651+133.9% |