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 | $512,814 | $98,750+419.3% | $149,696+242.6% | $79,858+542.2% |
| Participation rate | 97.1% | 75.8%+21.4pp | 82.5%+14.7pp | 69.6%+27.5pp |
| Annual return | 12.53% | 27.43%-14.9pp | 276.60%-264.1pp | 31.71%-19.2pp |
| Employer contribution / active EE | $13,400 | $3,216+316.6% | $4,644+188.5% | $2,471+442.3% |
| Participant deferral / active EE | $8,723 | $5,680+53.6% | $6,842+27.5% | $3,740+133.2% |
| Admin fee / account holder | $3,148 | $6,053-48.0% | $9,309-66.2% | $5,306-40.7% |