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 | $635,974 | $77,899+716.4% | $149,673+324.9% | $75,163+746.1% |
| Participation rate | 95.0% | 65.6%+29.4pp | 78.8%+16.2pp | 67.2%+27.8pp |
| Annual return | 21.51% | 31.72%-10.2pp | 134.42%-112.9pp | 160.62%-139.1pp |
| Employer contribution / active EE | $7,772 | $3,137+147.7% | $4,818+61.3% | $2,670+191.1% |
| Participant deferral / active EE | $20,097 | $3,411+489.2% | $5,680+253.8% | $4,125+387.2% |
| Admin fee / account holder | $54,183 | $5,956+809.7% | $13,210+310.2% | $5,651+858.8% |