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 | $431,139 | $85,202+406.0% | $172,739+149.6% | $72,985+490.7% |
| Participation rate | 91.7% | 70.1%+21.6pp | 82.6%+9.0pp | 69.5%+22.2pp |
| Annual return | 21.89% | 27.32%-5.4pp | 802.84%-780.9pp | 81.00%-59.1pp |
| Employer contribution / active EE | $18,733 | $3,324+463.5% | $5,143+264.3% | $2,440+667.8% |
| Participant deferral / active EE | $12,838 | $3,260+293.8% | $5,198+147.0% | $3,607+255.9% |
| Admin fee / account holder | $33,316 | $5,884+466.2% | $13,954+138.8% | $5,124+550.2% |