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 | $624,003 | $77,899+701.0% | $149,673+316.9% | $75,163+730.2% |
| Participation rate | 93.8% | 65.6%+28.3pp | 78.8%+15.1pp | 67.2%+26.7pp |
| Annual return | 19.49% | 31.72%-12.2pp | 134.42%-114.9pp | 160.62%-141.1pp |
| Employer contribution / active EE | $27,346 | $3,137+771.6% | $4,818+467.6% | $2,670+924.3% |
| Participant deferral / active EE | $8,480 | $3,411+148.6% | $5,680+49.3% | $4,125+105.6% |
| Admin fee / account holder | $43,136 | $5,956+624.2% | $13,210+226.5% | $5,651+663.3% |