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 8-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 | $564,651 | $95,416+491.8% | $185,823+203.9% | $85,850+557.7% |
| Participation rate | 96.9% | 68.8%+28.1pp | 81.7%+15.2pp | 69.3%+27.6pp |
| Annual return | 14.12% | 23.59%-9.5pp | 122.05%-107.9pp | 318.53%-304.4pp |
| Employer contribution / active EE | $28,262 | $3,314+752.9% | $5,167+446.9% | $2,565+1001.8% |
| Participant deferral / active EE | $17,566 | $3,423+413.1% | $5,568+215.5% | $3,952+344.5% |
| Admin fee / account holder | $4,947 | $7,213-31.4% | $16,237-69.5% | $6,260-21.0% |