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 | $568,442 | $91,190+523.4% | $178,490+218.5% | $79,858+611.8% |
| Participation rate | 96.7% | 69.2%+27.5pp | 81.9%+14.7pp | 69.6%+27.0pp |
| Annual return | 16.03% | 24.19%-8.2pp | 151.07%-135.0pp | 31.71%-15.7pp |
| Employer contribution / active EE | $31,063 | $3,256+854.1% | $5,011+520.0% | $2,471+1157.2% |
| Participant deferral / active EE | $11,081 | $3,236+242.4% | $5,202+113.0% | $3,740+196.3% |
| Admin fee / account holder | $16,483 | $6,751+144.2% | $13,984+17.9% | $5,306+210.6% |