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 | $661,092 | $98,750+569.5% | $149,696+341.6% | $79,858+727.8% |
| Participation rate | 98.7% | 75.8%+22.9pp | 82.5%+16.2pp | 69.6%+29.1pp |
| Annual return | 15.45% | 27.43%-12.0pp | 276.60%-261.2pp | 31.71%-16.3pp |
| Employer contribution / active EE | $11,634 | $3,216+261.7% | $4,644+150.5% | $2,471+370.9% |
| Participant deferral / active EE | $13,295 | $5,680+134.1% | $6,842+94.3% | $3,740+255.5% |
| Admin fee / account holder | $4,282 | $6,053-29.3% | $9,309-54.0% | $5,306-19.3% |