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 | $541,632 | $52,953+922.9% | $172,739+213.6% | $65,185+730.9% |
| Participation rate | 95.4% | 66.2%+29.2pp | 82.6%+12.7pp | 70.2%+25.2pp |
| Annual return | 22.13% | 30.12%-8.0pp | 802.84%-780.7pp | 29.38%-7.3pp |
| Employer contribution / active EE | $343 | $2,190-84.4% | $5,143-93.3% | $2,177-84.3% |
| Participant deferral / active EE | $13,747 | $2,471+456.4% | $5,198+164.5% | $3,514+291.2% |
| Admin fee / account holder | $40,030 | $472+8382.6% | $13,954+186.9% | $847+4625.6% |