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 | $808,105 | $91,190+786.2% | $178,490+352.7% | $79,858+911.9% |
| Participation rate | 97.9% | 69.2%+28.7pp | 81.9%+15.9pp | 69.6%+28.2pp |
| Annual return | 13.81% | 24.19%-10.4pp | 151.07%-137.3pp | 31.71%-17.9pp |
| Employer contribution / active EE | $29,187 | $3,256+796.5% | $5,011+482.5% | $2,471+1081.3% |
| Participant deferral / active EE | $9,367 | $3,236+189.4% | $5,202+80.1% | $3,740+150.4% |
| Admin fee / account holder | $109,783 | $6,751+1526.2% | $13,984+685.1% | $5,306+1968.9% |