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 | $629,543 | $61,156+929.4% | $185,823+238.8% | $79,386+693.0% |
| Participation rate | 97.0% | 66.6%+30.4pp | 81.7%+15.3pp | 70.7%+26.3pp |
| Annual return | 13.01% | 19.45%-6.4pp | 122.05%-109.0pp | 116.85%-103.8pp |
| Employer contribution / active EE | $18,588 | $2,321+701.0% | $5,167+259.7% | $2,427+665.7% |
| Participant deferral / active EE | $13,390 | $2,789+380.2% | $5,568+140.5% | $4,046+231.0% |
| Admin fee / account holder | $55,949 | $710+7785.0% | $16,237+244.6% | $626+8831.3% |