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 | $522,364 | $98,750+429.0% | $149,696+248.9% | $79,858+554.1% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.5%+13.7pp | 69.6%+26.5pp |
| Annual return | 13.61% | 27.43%-13.8pp | 276.60%-263.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $20,056 | $3,216+523.6% | $4,644+331.9% | $2,471+711.7% |
| Participant deferral / active EE | $14,328 | $5,680+152.2% | $6,842+109.4% | $3,740+283.1% |
| Admin fee / account holder | $64,394 | $6,053+963.9% | $9,309+591.8% | $5,306+1113.5% |