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 | $553,953 | $89,753+517.2% | $107,525+415.2% | $84,808+553.2% |
| Participation rate | 92.0% | 68.1%+23.9pp | 75.1%+16.9pp | 68.3%+23.7pp |
| Annual return | 13.53% | 29.48%-15.9pp | 181.32%-167.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $8,134 | $3,113+161.3% | $3,754+116.7% | $2,631+209.2% |
| Participant deferral / active EE | $10,953 | $4,056+170.0% | $5,116+114.1% | $4,212+160.1% |
| Admin fee / account holder | $89,122 | $7,222+1134.0% | $8,919+899.3% | $7,344+1113.6% |