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 | $596,055 | $95,416+524.7% | $185,823+220.8% | $85,850+594.3% |
| Participation rate | 97.9% | 68.8%+29.2pp | 81.7%+16.2pp | 69.3%+28.6pp |
| Annual return | 15.42% | 23.59%-8.2pp | 122.05%-106.6pp | 318.53%-303.1pp |
| Employer contribution / active EE | $27,160 | $3,314+719.6% | $5,167+425.6% | $2,565+958.8% |
| Participant deferral / active EE | $17,966 | $3,423+424.8% | $5,568+222.7% | $3,952+354.6% |
| Admin fee / account holder | $29,834 | $7,213+313.6% | $16,237+83.7% | $6,260+376.6% |