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 | $760,640 | $77,899+876.4% | $149,673+408.2% | $75,163+912.0% |
| Participation rate | 95.5% | 65.6%+29.9pp | 78.8%+16.7pp | 67.2%+28.3pp |
| Annual return | 20.52% | 31.72%-11.2pp | 134.42%-113.9pp | 160.62%-140.1pp |
| Employer contribution / active EE | $40,362 | $3,137+1186.5% | $4,818+737.8% | $2,670+1411.8% |
| Participant deferral / active EE | $23,269 | $3,411+582.2% | $5,680+309.7% | $4,125+464.1% |
| Admin fee / account holder | $62,808 | $5,956+954.5% | $13,210+375.5% | $5,651+1011.5% |