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 | $524,555 | $89,753+484.4% | $107,525+387.8% | $84,808+518.5% |
| Participation rate | 93.8% | 68.1%+25.7pp | 75.1%+18.7pp | 68.3%+25.4pp |
| Annual return | 14.21% | 29.48%-15.3pp | 181.32%-167.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $12,339 | $3,113+296.3% | $3,754+228.7% | $2,631+369.0% |
| Participant deferral / active EE | $11,730 | $4,056+189.2% | $5,116+129.3% | $4,212+178.5% |
| Admin fee / account holder | $70,855 | $7,222+881.1% | $8,919+694.5% | $7,344+864.8% |