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 | $511,807 | $100,773+407.9% | $88,946+475.4% | $142,382+259.5% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.8%+18.7pp | 80.1%+7.4pp |
| Annual return | 13.87% | 70.18%-56.3pp | 57.82%-44.0pp | 217.08%-203.2pp |
| Employer contribution / active EE | $3,119 | $2,918+6.9% | $2,555+22.1% | $4,299-27.4% |
| Participant deferral / active EE | $7,804 | $5,230+49.2% | $4,581+70.4% | $6,507+19.9% |
| Admin fee / account holder | $28,258 | $9,693+191.5% | $8,261+242.1% | $12,624+123.9% |