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 | $611,397 | $84,233+625.8% | $170,442+258.7% | $70,131+771.8% |
| Participation rate | 95.0% | 70.8%+24.2pp | 83.6%+11.4pp | 69.5%+25.5pp |
| Annual return | 15.52% | 23.06%-7.5pp | 205.93%-190.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $15,769 | $3,387+365.6% | $5,433+190.3% | $2,342+573.2% |
| Participant deferral / active EE | $10,535 | $3,086+241.4% | $4,939+113.3% | $3,332+216.2% |
| Admin fee / account holder | $30,309 | $5,698+431.9% | $13,880+118.4% | $4,645+552.5% |