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 | $619,697 | $98,750+527.5% | $149,696+314.0% | $79,858+676.0% |
| Participation rate | 89.8% | 75.8%+14.0pp | 82.5%+7.3pp | 69.6%+20.1pp |
| Annual return | 17.21% | 27.43%-10.2pp | 276.60%-259.4pp | 31.71%-14.5pp |
| Employer contribution / active EE | $13,230 | $3,216+311.3% | $4,644+184.9% | $2,471+435.5% |
| Participant deferral / active EE | $12,125 | $5,680+113.5% | $6,842+77.2% | $3,740+224.2% |
| Admin fee / account holder | $6,581 | $6,053+8.7% | $9,309-29.3% | $5,306+24.0% |