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 | $746,062 | $77,899+857.7% | $149,673+398.5% | $75,163+892.6% |
| Participation rate | 96.4% | 65.6%+30.8pp | 78.8%+17.7pp | 67.2%+29.2pp |
| Annual return | 28.10% | 31.72%-3.6pp | 134.42%-106.3pp | 160.62%-132.5pp |
| Employer contribution / active EE | $42,632 | $3,137+1258.8% | $4,818+784.9% | $2,670+1496.8% |
| Participant deferral / active EE | $23,786 | $3,411+597.3% | $5,680+318.8% | $4,125+476.6% |
| Admin fee / account holder | $99,502 | $5,956+1570.5% | $13,210+653.2% | $5,651+1660.8% |