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 | $591,660 | $89,355+562.1% | $141,162+319.1% | $72,985+710.7% |
| Participation rate | 87.8% | 75.1%+12.6pp | 82.5%+5.3pp | 69.5%+18.3pp |
| Annual return | 28.81% | 111.85%-83.0pp | 71.39%-42.6pp | 81.00%-52.2pp |
| Employer contribution / active EE | $8,420 | $3,114+170.4% | $4,735+77.8% | $2,440+245.1% |
| Participant deferral / active EE | $9,571 | $5,418+76.6% | $6,709+42.7% | $3,607+165.3% |
| Admin fee / account holder | $89,522 | $5,958+1402.5% | $10,261+772.4% | $5,124+1647.0% |