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 | $447,769 | $98,750+353.4% | $149,696+199.1% | $79,858+460.7% |
| Participation rate | 94.1% | 75.8%+18.3pp | 82.5%+11.6pp | 69.6%+24.5pp |
| Annual return | 13.71% | 27.43%-13.7pp | 276.60%-262.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $16,865 | $3,216+424.3% | $4,644+263.1% | $2,471+582.6% |
| Participant deferral / active EE | $11,607 | $5,680+104.3% | $6,842+69.7% | $3,740+210.3% |
| Admin fee / account holder | $1,760 | $6,053-70.9% | $9,309-81.1% | $5,306-66.8% |