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 | $465,243 | $85,202+446.0% | $172,739+169.3% | $72,985+537.5% |
| Participation rate | 96.2% | 70.1%+26.1pp | 82.6%+13.5pp | 69.5%+26.7pp |
| Annual return | 22.46% | 27.32%-4.9pp | 802.84%-780.4pp | 81.00%-58.5pp |
| Employer contribution / active EE | $31,718 | $3,324+854.1% | $5,143+516.7% | $2,440+1200.0% |
| Participant deferral / active EE | $17,211 | $3,260+427.9% | $5,198+231.1% | $3,607+377.1% |
| Admin fee / account holder | $65,371 | $5,884+1011.0% | $13,954+368.5% | $5,124+1175.7% |