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 | $878,373 | $91,190+863.2% | $178,490+392.1% | $79,858+999.9% |
| Participation rate | 98.0% | 69.2%+28.8pp | 81.9%+16.0pp | 69.6%+28.3pp |
| Annual return | 13.94% | 24.19%-10.3pp | 151.07%-137.1pp | 31.71%-17.8pp |
| Employer contribution / active EE | $34,399 | $3,256+956.5% | $5,011+586.5% | $2,471+1292.2% |
| Participant deferral / active EE | $8,847 | $3,236+173.4% | $5,202+70.1% | $3,740+136.5% |
| Admin fee / account holder | $9,662 | $6,751+43.1% | $13,984-30.9% | $5,306+82.1% |