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 | $601,090 | $95,416+530.0% | $185,823+223.5% | $85,850+600.2% |
| Participation rate | 94.1% | 68.8%+25.4pp | 81.7%+12.4pp | 69.3%+24.8pp |
| Annual return | 16.63% | 23.59%-7.0pp | 122.05%-105.4pp | 318.53%-301.9pp |
| Employer contribution / active EE | $21,169 | $3,314+538.8% | $5,167+309.7% | $2,565+725.3% |
| Participant deferral / active EE | $15,625 | $3,423+356.4% | $5,568+180.6% | $3,952+295.4% |
| Admin fee / account holder | $2,375 | $7,213-67.1% | $16,237-85.4% | $6,260-62.1% |