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 | $501,827 | $98,750+408.2% | $149,696+235.2% | $79,858+528.4% |
| Participation rate | 88.2% | 75.8%+12.4pp | 82.5%+5.7pp | 69.6%+18.5pp |
| Annual return | 12.90% | 27.43%-14.5pp | 276.60%-263.7pp | 31.71%-18.8pp |
| Employer contribution / active EE | $15,843 | $3,216+392.6% | $4,644+241.1% | $2,471+541.2% |
| Participant deferral / active EE | $11,926 | $5,680+110.0% | $6,842+74.3% | $3,740+218.9% |
| Admin fee / account holder | $12,025 | $6,053+98.7% | $9,309+29.2% | $5,306+126.6% |