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 | $620,563 | $77,899+696.6% | $149,673+314.6% | $75,163+725.6% |
| Participation rate | 96.1% | 65.6%+30.5pp | 78.8%+17.3pp | 67.2%+28.9pp |
| Annual return | 14.73% | 31.72%-17.0pp | 134.42%-119.7pp | 160.62%-145.9pp |
| Employer contribution / active EE | $28,669 | $3,137+813.8% | $4,818+495.1% | $2,670+973.8% |
| Participant deferral / active EE | $18,772 | $3,411+450.3% | $5,680+230.5% | $4,125+355.1% |
| Admin fee / account holder | $106,586 | $5,956+1689.5% | $13,210+706.9% | $5,651+1786.2% |