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 | $496,908 | $98,750+403.2% | $149,696+231.9% | $79,858+522.2% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.5%+14.6pp | 69.6%+27.4pp |
| Annual return | 19.62% | 27.43%-7.8pp | 276.60%-257.0pp | 31.71%-12.1pp |
| Employer contribution / active EE | $8,574 | $3,216+166.6% | $4,644+84.6% | $2,471+247.0% |
| Participant deferral / active EE | $8,061 | $5,680+41.9% | $6,842+17.8% | $3,740+115.5% |
| Admin fee / account holder | $753 | $6,053-87.6% | $9,309-91.9% | $5,306-85.8% |