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 | $557,959 | $84,233+562.4% | $170,442+227.4% | $70,131+695.6% |
| Participation rate | 96.6% | 70.8%+25.7pp | 83.6%+13.0pp | 69.5%+27.0pp |
| Annual return | 18.05% | 23.06%-5.0pp | 205.93%-187.9pp | 73.14%-55.1pp |
| Employer contribution / active EE | $10,388 | $3,387+206.7% | $5,433+91.2% | $2,342+343.5% |
| Participant deferral / active EE | $6,309 | $3,086+104.5% | $4,939+27.7% | $3,332+89.4% |
| Admin fee / account holder | $27,469 | $5,698+382.1% | $13,880+97.9% | $4,645+491.3% |