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 | $639,006 | $95,416+569.7% | $185,823+243.9% | $85,850+644.3% |
| Participation rate | 94.6% | 68.8%+25.8pp | 81.7%+12.9pp | 69.3%+25.3pp |
| Annual return | 12.14% | 23.59%-11.4pp | 122.05%-109.9pp | 318.53%-306.4pp |
| Employer contribution / active EE | $22,736 | $3,314+586.1% | $5,167+340.0% | $2,565+786.3% |
| Participant deferral / active EE | $8,438 | $3,423+146.5% | $5,568+51.6% | $3,952+113.5% |
| Admin fee / account holder | $3,655 | $7,213-49.3% | $16,237-77.5% | $6,260-41.6% |