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 | $505,832 | $77,503+552.7% | $100,391+403.9% | $80,856+525.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 17.66% | 37.20%-19.5pp | 49.20%-31.5pp | 35.59%-17.9pp |
| Employer contribution / active EE | $20,536 | $2,801+633.2% | $3,942+421.0% | $2,755+645.5% |
| Participant deferral / active EE | $13,504 | $6,820+98.0% | $8,082+67.1% | $4,296+214.4% |
| Admin fee / account holder | $50,852 | $5,897+762.3% | $7,899+543.8% | $6,918+635.1% |