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 | $836,938 | $91,190+817.8% | $178,490+368.9% | $79,858+948.0% |
| Participation rate | 84.4% | 69.2%+15.2pp | 81.9%+2.5pp | 69.6%+14.7pp |
| Annual return | 16.85% | 24.19%-7.3pp | 151.07%-134.2pp | 31.71%-14.9pp |
| Employer contribution / active EE | $24,769 | $3,256+660.8% | $5,011+394.3% | $2,471+902.4% |
| Participant deferral / active EE | $16,736 | $3,236+417.2% | $5,202+221.7% | $3,740+347.5% |
| Admin fee / account holder | $67,359 | $6,751+897.8% | $13,984+381.7% | $5,306+1169.4% |