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 | $512,840 | $98,750+419.3% | $149,696+242.6% | $79,858+542.2% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.5%+9.8pp | 69.6%+22.7pp |
| Annual return | 16.81% | 27.43%-10.6pp | 276.60%-259.8pp | 31.71%-14.9pp |
| Employer contribution / active EE | $16,058 | $3,216+399.3% | $4,644+245.8% | $2,471+549.9% |
| Participant deferral / active EE | $16,828 | $5,680+196.3% | $6,842+146.0% | $3,740+349.9% |
| Admin fee / account holder | $45,353 | $6,053+649.3% | $9,309+387.2% | $5,306+754.7% |