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 | $558,266 | $85,766+550.9% | $136,294+309.6% | $70,131+696.0% |
| Participation rate | 95.5% | 74.2%+21.3pp | 81.9%+13.5pp | 69.5%+25.9pp |
| Annual return | 18.80% | 31.45%-12.7pp | 5155.94%-5137.1pp | 73.14%-54.3pp |
| Employer contribution / active EE | $19,069 | $2,966+542.9% | $4,695+306.1% | $2,342+714.1% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $17,906 | $5,420+230.3% | $9,243+93.7% | $4,645+285.5% |