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 | $548,953 | $100,923+443.9% | $150,045+265.9% | $74,304+638.8% |
| Participation rate | 99.0% | 70.1%+29.0pp | 82.3%+16.7pp | 60.3%+38.7pp |
| Annual return | 15.32% | 51.77%-36.4pp | 62.55%-47.2pp | 29.43%-14.1pp |
| Employer contribution / active EE | $15,063 | $3,463+334.9% | $4,693+221.0% | $2,241+572.1% |
| Participant deferral / active EE | $13,046 | $6,709+94.4% | $7,997+63.1% | $3,767+246.3% |
| Admin fee / account holder | $7,190 | $2,767+159.9% | $13,435-46.5% | $2,969+142.2% |