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 | $502,686 | $105,181+377.9% | $159,436+215.3% | $85,850+485.5% |
| Participation rate | 86.2% | 75.8%+10.4pp | 82.8%+3.3pp | 69.3%+16.8pp |
| Annual return | 14.99% | 45.07%-30.1pp | 263.57%-248.6pp | 318.53%-303.5pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $17,603 | $5,945+196.1% | $7,352+139.4% | $3,952+345.5% |
| Admin fee / account holder | $38,560 | $6,933+456.1% | $10,799+257.1% | $6,260+516.0% |