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 | $446,035 | $77,899+472.6% | $149,673+198.0% | $75,163+493.4% |
| Participation rate | 94.3% | 65.6%+28.7pp | 78.8%+15.5pp | 67.2%+27.1pp |
| Annual return | 18.76% | 31.72%-13.0pp | 134.42%-115.7pp | 160.62%-141.9pp |
| Employer contribution / active EE | $22,138 | $3,137+605.6% | $4,818+359.5% | $2,670+729.2% |
| Participant deferral / active EE | $14,375 | $3,411+321.4% | $5,680+153.1% | $4,125+248.5% |
| Admin fee / account holder | $65,531 | $5,956+1000.2% | $13,210+396.1% | $5,651+1059.6% |