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 | $680,914 | $80,717+743.6% | $154,803+339.9% | $84,808+702.9% |
| Participation rate | 98.3% | 66.8%+31.5pp | 78.1%+20.2pp | 68.3%+30.0pp |
| Annual return | 15.70% | 37.96%-22.3pp | 58.88%-43.2pp | 40.90%-25.2pp |
| Employer contribution / active EE | $17,885 | $2,761+547.7% | $4,305+315.4% | $2,631+579.8% |
| Participant deferral / active EE | $16,794 | $3,303+408.4% | $5,540+203.1% | $4,212+298.8% |
| Admin fee / account holder | $20,297 | $6,746+200.9% | $14,329+41.7% | $7,344+176.4% |