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 | $782,158 | $98,750+692.1% | $149,696+422.5% | $79,858+879.4% |
| Participation rate | 91.5% | 75.8%+15.8pp | 82.5%+9.1pp | 69.6%+21.9pp |
| Annual return | 13.77% | 27.43%-13.7pp | 276.60%-262.8pp | 31.71%-17.9pp |
| Employer contribution / active EE | $16,239 | $3,216+404.9% | $4,644+249.7% | $2,471+557.2% |
| Participant deferral / active EE | $11,127 | $5,680+95.9% | $6,842+62.6% | $3,740+197.5% |
| Admin fee / account holder | $37,407 | $6,053+518.0% | $9,309+301.8% | $5,306+604.9% |