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 | $715,744 | $81,248+780.9% | $155,509+360.3% | $80,856+785.2% |
| Participation rate | 89.1% | 66.2%+22.9pp | 78.2%+10.9pp | 67.6%+21.5pp |
| Annual return | 15.46% | 33.31%-17.8pp | 64.67%-49.2pp | 35.59%-20.1pp |
| Employer contribution / active EE | $22,677 | $3,100+631.5% | $4,672+385.3% | $2,755+723.2% |
| Participant deferral / active EE | $16,512 | $3,452+378.4% | $5,626+193.5% | $4,296+284.4% |
| Admin fee / account holder | $69,657 | $7,997+771.0% | $15,912+337.8% | $6,918+906.9% |