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 | $779,060 | $91,190+754.3% | $178,490+336.5% | $79,858+875.6% |
| Participation rate | 96.3% | 69.2%+27.1pp | 81.9%+14.4pp | 69.6%+26.7pp |
| Annual return | 18.96% | 24.19%-5.2pp | 151.07%-132.1pp | 31.71%-12.8pp |
| Employer contribution / active EE | $24,508 | $3,256+652.7% | $5,011+389.1% | $2,471+891.9% |
| Participant deferral / active EE | $18,195 | $3,236+462.3% | $5,202+249.8% | $3,740+386.5% |
| Admin fee / account holder | $3,548 | $6,751-47.4% | $13,984-74.6% | $5,306-33.1% |