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 | $634,955 | $91,190+596.3% | $178,490+255.7% | $79,858+695.1% |
| Participation rate | 90.2% | 69.2%+21.0pp | 81.9%+8.3pp | 69.6%+20.6pp |
| Annual return | 14.51% | 24.19%-9.7pp | 151.07%-136.6pp | 31.71%-17.2pp |
| Employer contribution / active EE | $21,480 | $3,256+559.7% | $5,011+328.7% | $2,471+769.3% |
| Participant deferral / active EE | $15,855 | $3,236+389.9% | $5,202+204.8% | $3,740+323.9% |
| Admin fee / account holder | $6,670 | $6,751-1.2% | $13,984-52.3% | $5,306+25.7% |