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 | $796,641 | $80,717+887.0% | $154,803+414.6% | $84,808+839.4% |
| Participation rate | 95.4% | 66.8%+28.6pp | 78.1%+17.3pp | 68.3%+27.1pp |
| Annual return | 22.18% | 37.96%-15.8pp | 58.88%-36.7pp | 40.90%-18.7pp |
| Employer contribution / active EE | $28,567 | $2,761+934.5% | $4,305+563.5% | $2,631+985.8% |
| Participant deferral / active EE | $21,740 | $3,303+558.2% | $5,540+292.4% | $4,212+416.2% |
| Admin fee / account holder | $53,172 | $6,746+688.2% | $14,329+271.1% | $7,344+624.0% |