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 | $549,109 | $100,041+448.9% | $149,718+266.8% | $70,131+683.0% |
| Participation rate | 86.7% | 83.6%+3.1pp | 87.1%-0.4pp | 69.5%+17.1pp |
| Annual return | 13.63% | 27.43%-13.8pp | 1501.63%-1488.0pp | 73.14%-59.5pp |
| Employer contribution / active EE | $14,948 | $3,662+308.2% | $5,445+174.5% | $2,342+538.2% |
| Participant deferral / active EE | $13,052 | $4,983+162.0% | $6,569+98.7% | $3,332+291.8% |
| Admin fee / account holder | $7,230 | $8,286-12.8% | $11,283-35.9% | $4,645+55.6% |