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 | $803,510 | $91,190+781.1% | $178,490+350.2% | $79,858+906.2% |
| Participation rate | 96.8% | 69.2%+27.6pp | 81.9%+14.9pp | 69.6%+27.1pp |
| Annual return | 13.12% | 24.19%-11.1pp | 151.07%-137.9pp | 31.71%-18.6pp |
| Employer contribution / active EE | $31,978 | $3,256+882.2% | $5,011+538.2% | $2,471+1194.2% |
| Participant deferral / active EE | $7,277 | $3,236+124.9% | $5,202+39.9% | $3,740+94.6% |
| Admin fee / account holder | $58,762 | $6,751+770.4% | $13,984+320.2% | $5,306+1007.4% |