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 | $444,680 | $85,766+418.5% | $136,294+226.3% | $70,131+534.1% |
| Participation rate | 95.5% | 74.2%+21.3pp | 81.9%+13.5pp | 69.5%+25.9pp |
| Annual return | 15.24% | 31.45%-16.2pp | 5155.94%-5140.7pp | 73.14%-57.9pp |
| Employer contribution / active EE | $11,109 | $2,966+274.5% | $4,695+136.6% | $2,342+374.3% |
| Participant deferral / active EE | $9,056 | $5,051+79.3% | $6,247+45.0% | $3,332+171.8% |
| Admin fee / account holder | $21,934 | $5,420+304.7% | $9,243+137.3% | $4,645+372.2% |