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 | $653,509 | $98,750+561.8% | $149,696+336.6% | $79,858+718.3% |
| Participation rate | 90.3% | 75.8%+14.5pp | 82.5%+7.8pp | 69.6%+20.6pp |
| Annual return | 14.34% | 27.43%-13.1pp | 276.60%-262.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $10,048 | $3,216+212.4% | $4,644+116.4% | $2,471+306.7% |
| Participant deferral / active EE | $14,297 | $5,680+151.7% | $6,842+109.0% | $3,740+282.3% |
| Admin fee / account holder | $42,014 | $6,053+594.2% | $9,309+351.3% | $5,306+691.8% |