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 | $602,536 | $61,272+883.4% | $149,673+302.6% | $71,457+743.2% |
| Participation rate | 86.6% | 62.5%+24.1pp | 78.8%+7.8pp | 67.9%+18.6pp |
| Annual return | 23.36% | 35.85%-12.5pp | 134.42%-111.1pp | 28.85%-5.5pp |
| Employer contribution / active EE | $18,597 | $2,378+681.9% | $4,818+286.0% | $2,588+618.7% |
| Participant deferral / active EE | $13,382 | $2,917+358.7% | $5,680+135.6% | $4,289+212.0% |
| Admin fee / account holder | $28,186 | $1,261+2134.5% | $13,210+113.4% | $1,587+1675.7% |