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 | $692,253 | $89,355+674.7% | $141,162+390.4% | $72,985+848.5% |
| Participation rate | 71.0% | 75.1%-4.1pp | 82.5%-11.5pp | 69.5%+1.5pp |
| Annual return | 19.80% | 111.85%-92.0pp | 71.39%-51.6pp | 81.00%-61.2pp |
| Employer contribution / active EE | $9,102 | $3,114+192.3% | $4,735+92.2% | $2,440+273.1% |
| Participant deferral / active EE | $6,302 | $5,418+16.3% | $6,709-6.1% | $3,607+74.7% |
| Admin fee / account holder | $45,452 | $5,958+662.9% | $10,261+342.9% | $5,124+787.0% |