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 | $632,069 | $98,750+540.1% | $149,696+322.2% | $79,858+691.5% |
| Participation rate | 96.5% | 75.8%+20.7pp | 82.5%+14.0pp | 69.6%+26.8pp |
| Annual return | 19.09% | 27.43%-8.3pp | 276.60%-257.5pp | 31.71%-12.6pp |
| Employer contribution / active EE | $15,397 | $3,216+378.7% | $4,644+231.5% | $2,471+523.1% |
| Participant deferral / active EE | $11,889 | $5,680+109.3% | $6,842+73.8% | $3,740+217.9% |
| Admin fee / account holder | $22,426 | $6,053+270.5% | $9,309+140.9% | $5,306+322.6% |