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 | $789,127 | $77,899+913.0% | $149,673+427.2% | $75,163+949.9% |
| Participation rate | 92.9% | 65.6%+27.3pp | 78.8%+14.1pp | 67.2%+25.7pp |
| Annual return | 22.77% | 31.72%-9.0pp | 134.42%-111.7pp | 160.62%-137.9pp |
| Employer contribution / active EE | $25,922 | $3,137+726.2% | $4,818+438.1% | $2,670+870.9% |
| Participant deferral / active EE | $11,510 | $3,411+237.4% | $5,680+102.6% | $4,125+179.0% |
| Admin fee / account holder | $5,559 | $5,956-6.7% | $13,210-57.9% | $5,651-1.6% |