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 | $732,411 | $81,248+801.4% | $155,509+371.0% | $80,856+805.8% |
| Participation rate | 96.8% | 66.2%+30.5pp | 78.2%+18.6pp | 67.6%+29.1pp |
| Annual return | 13.03% | 33.31%-20.3pp | 64.67%-51.6pp | 35.59%-22.6pp |
| Employer contribution / active EE | $46,989 | $3,100+1415.6% | $4,672+905.7% | $2,755+1605.7% |
| Participant deferral / active EE | $26,493 | $3,452+667.6% | $5,626+370.9% | $4,296+516.7% |
| Admin fee / account holder | $48,918 | $7,997+511.7% | $15,912+207.4% | $6,918+607.1% |