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 | $549,531 | $95,416+475.9% | $185,823+195.7% | $85,850+540.1% |
| Participation rate | 92.1% | 68.8%+23.3pp | 81.7%+10.4pp | 69.3%+22.8pp |
| Annual return | 15.52% | 23.59%-8.1pp | 122.05%-106.5pp | 318.53%-303.0pp |
| Employer contribution / active EE | $18,188 | $3,314+448.9% | $5,167+252.0% | $2,565+609.1% |
| Participant deferral / active EE | $13,552 | $3,423+295.9% | $5,568+143.4% | $3,952+242.9% |
| Admin fee / account holder | $32,660 | $7,213+352.8% | $16,237+101.1% | $6,260+421.7% |