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 | $447,078 | $77,314+478.3% | $177,989+151.2% | $80,856+452.9% |
| Participation rate | 94.1% | 65.7%+28.4pp | 77.1%+17.0pp | 67.6%+26.5pp |
| Annual return | 22.48% | 18.09%+4.4pp | 294.48%-272.0pp | 35.59%-13.1pp |
| Employer contribution / active EE | $8,493 | $2,292+270.5% | $3,949+115.1% | $2,755+208.3% |
| Participant deferral / active EE | $16,926 | $4,411+283.8% | $6,276+169.7% | $4,296+294.0% |
| Admin fee / account holder | $50,171 | $7,191+597.7% | $10,363+384.1% | $6,918+625.2% |