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 | $447,932 | $85,202+425.7% | $172,739+159.3% | $72,985+513.7% |
| Participation rate | 96.0% | 70.1%+25.9pp | 82.6%+13.4pp | 69.5%+26.5pp |
| Annual return | 22.90% | 27.32%-4.4pp | 802.84%-779.9pp | 81.00%-58.1pp |
| Employer contribution / active EE | $25,676 | $3,324+672.4% | $5,143+399.3% | $2,440+952.4% |
| Participant deferral / active EE | $18,328 | $3,260+462.2% | $5,198+252.6% | $3,607+408.1% |
| Admin fee / account holder | $14,883 | $5,884+152.9% | $13,954+6.7% | $5,124+190.4% |