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 | $548,309 | $93,571+486.0% | $135,903+303.5% | $75,163+629.5% |
| Participation rate | 94.2% | 75.2%+19.1pp | 81.9%+12.3pp | 67.2%+27.0pp |
| Annual return | 15.48% | 30.90%-15.4pp | 68.23%-52.8pp | 160.62%-145.1pp |
| Employer contribution / active EE | $15,449 | $3,537+336.8% | $4,856+218.1% | $2,670+478.6% |
| Participant deferral / active EE | $20,269 | $6,404+216.5% | $7,758+161.3% | $4,125+391.4% |
| Admin fee / account holder | $44,112 | $6,975+532.4% | $10,762+309.9% | $5,651+680.6% |