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 | $633,588 | $95,416+564.0% | $185,823+241.0% | $85,850+638.0% |
| Participation rate | 93.8% | 68.8%+25.0pp | 81.7%+12.0pp | 69.3%+24.4pp |
| Annual return | 16.50% | 23.59%-7.1pp | 122.05%-105.5pp | 318.53%-302.0pp |
| Employer contribution / active EE | $22,794 | $3,314+587.9% | $5,167+341.1% | $2,565+788.6% |
| Participant deferral / active EE | $8,154 | $3,423+138.2% | $5,568+46.5% | $3,952+106.4% |
| Admin fee / account holder | $7,988 | $7,213+10.8% | $16,237-50.8% | $6,260+27.6% |