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 | $572,491 | $80,717+609.3% | $154,803+269.8% | $84,808+575.0% |
| Participation rate | 82.8% | 66.8%+16.0pp | 78.1%+4.7pp | 68.3%+14.5pp |
| Annual return | 65.73% | 37.96%+27.8pp | 58.88%+6.8pp | 40.90%+24.8pp |
| Employer contribution / active EE | $57,563 | $2,761+1984.6% | $4,305+1237.0% | $2,631+2087.9% |
| Participant deferral / active EE | $1,017 | $3,303-69.2% | $5,540-81.6% | $4,212-75.8% |
| Admin fee / account holder | $150,560 | $6,746+2131.9% | $14,329+950.7% | $7,344+1950.2% |