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 | $542,116 | $77,899+595.9% | $149,673+262.2% | $75,163+621.2% |
| Participation rate | 95.3% | 65.6%+29.7pp | 78.8%+16.5pp | 67.2%+28.1pp |
| Annual return | 35.88% | 31.72%+4.2pp | 134.42%-98.5pp | 160.62%-124.7pp |
| Employer contribution / active EE | $40,831 | $3,137+1201.4% | $4,818+747.5% | $2,670+1429.4% |
| Participant deferral / active EE | $23,381 | $3,411+585.5% | $5,680+311.6% | $4,125+466.8% |
| Admin fee / account holder | $77,126 | $5,956+1194.9% | $13,210+483.9% | $5,651+1264.8% |