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 | $404,315 | $76,000+432.0% | $154,107+162.4% | $64,186+529.9% |
| Participation rate | 97.0% | 70.4%+26.6pp | 83.0%+13.9pp | 69.6%+27.4pp |
| Annual return | 13.38% | 30.32%-16.9pp | 735.12%-721.7pp | 7.63%+5.7pp |
| Employer contribution / active EE | $41,712 | $3,351+1144.8% | $5,298+687.4% | $2,381+1652.0% |
| Participant deferral / active EE | $1,836 | $3,175-42.2% | $5,081-63.9% | $3,470-47.1% |
| Admin fee / account holder | $61,229 | $5,596+994.1% | $13,411+356.6% | $4,888+1152.6% |