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 | $680,884 | $77,899+774.1% | $149,673+354.9% | $75,163+805.9% |
| Participation rate | 93.9% | 65.6%+28.3pp | 78.8%+15.1pp | 67.2%+26.7pp |
| Annual return | 14.49% | 31.72%-17.2pp | 134.42%-119.9pp | 160.62%-146.1pp |
| Employer contribution / active EE | $23,920 | $3,137+662.4% | $4,818+396.5% | $2,670+796.0% |
| Participant deferral / active EE | $18,875 | $3,411+453.4% | $5,680+232.3% | $4,125+357.6% |
| Admin fee / account holder | $24,072 | $5,956+304.1% | $13,210+82.2% | $5,651+326.0% |