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 | $677,730 | $91,190+643.2% | $178,490+279.7% | $79,858+748.7% |
| Participation rate | 97.4% | 69.2%+28.2pp | 81.9%+15.4pp | 69.6%+27.7pp |
| Annual return | 17.93% | 24.19%-6.3pp | 151.07%-133.1pp | 31.71%-13.8pp |
| Employer contribution / active EE | $26,968 | $3,256+728.3% | $5,011+438.2% | $2,471+991.4% |
| Participant deferral / active EE | $19,624 | $3,236+506.4% | $5,202+277.3% | $3,740+424.7% |
| Admin fee / account holder | $46,628 | $6,751+590.7% | $13,984+233.4% | $5,306+778.7% |