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 | $547,088 | $98,750+454.0% | $149,696+265.5% | $79,858+585.1% |
| Participation rate | 95.5% | 75.8%+19.7pp | 82.5%+13.0pp | 69.6%+25.8pp |
| Annual return | 20.03% | 27.43%-7.4pp | 276.60%-256.6pp | 31.71%-11.7pp |
| Employer contribution / active EE | $11,983 | $3,216+272.5% | $4,644+158.0% | $2,471+385.0% |
| Participant deferral / active EE | $11,396 | $5,680+100.6% | $6,842+66.6% | $3,740+204.7% |
| Admin fee / account holder | $8,042 | $6,053+32.9% | $9,309-13.6% | $5,306+51.5% |