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 | $696,650 | $80,717+763.1% | $154,803+350.0% | $84,808+721.4% |
| Participation rate | 98.9% | 66.8%+32.1pp | 78.1%+20.9pp | 68.3%+30.6pp |
| Annual return | 14.43% | 37.96%-23.5pp | 58.88%-44.5pp | 40.90%-26.5pp |
| Employer contribution / active EE | $21,418 | $2,761+675.7% | $4,305+397.5% | $2,631+714.1% |
| Participant deferral / active EE | $14,363 | $3,303+334.8% | $5,540+159.2% | $4,212+241.0% |
| Admin fee / account holder | $125,622 | $6,746+1762.3% | $14,329+776.7% | $7,344+1610.6% |