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 | $526,818 | $85,766+514.3% | $136,294+286.5% | $70,131+651.2% |
| Participation rate | 94.1% | 74.2%+20.0pp | 81.9%+12.2pp | 69.5%+24.6pp |
| Annual return | 14.51% | 31.45%-16.9pp | 5155.94%-5141.4pp | 73.14%-58.6pp |
| Employer contribution / active EE | $10,542 | $2,966+255.4% | $4,695+124.5% | $2,342+350.0% |
| Participant deferral / active EE | $6,838 | $5,051+35.4% | $6,247+9.5% | $3,332+105.2% |
| Admin fee / account holder | $9,203 | $5,420+69.8% | $9,243-0.4% | $4,645+98.1% |