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 | $405,254 | $98,750+310.4% | $149,696+170.7% | $79,858+407.5% |
| Participation rate | 98.4% | 75.8%+22.7pp | 82.5%+16.0pp | 69.6%+28.8pp |
| Annual return | 18.89% | 27.43%-8.5pp | 276.60%-257.7pp | 31.71%-12.8pp |
| Employer contribution / active EE | $12,891 | $3,216+300.8% | $4,644+177.6% | $2,471+421.7% |
| Participant deferral / active EE | $10,657 | $5,680+87.6% | $6,842+55.8% | $3,740+184.9% |
| Admin fee / account holder | $35,414 | $6,053+485.1% | $9,309+280.4% | $5,306+567.4% |