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 | $495,061 | $98,750+401.3% | $149,696+230.7% | $79,858+519.9% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.5%+15.4pp | 69.6%+28.2pp |
| Annual return | 13.95% | 27.43%-13.5pp | 276.60%-262.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $17,077 | $3,216+430.9% | $4,644+267.7% | $2,471+591.1% |
| Participant deferral / active EE | $12,623 | $5,680+122.2% | $6,842+84.5% | $3,740+237.5% |
| Admin fee / account holder | $1,792 | $6,053-70.4% | $9,309-80.7% | $5,306-66.2% |