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 | $558,013 | $98,750+465.1% | $149,696+272.8% | $79,858+598.8% |
| Participation rate | 94.7% | 75.8%+19.0pp | 82.5%+12.3pp | 69.6%+25.1pp |
| Annual return | 17.76% | 27.43%-9.7pp | 276.60%-258.8pp | 31.71%-14.0pp |
| Employer contribution / active EE | $13,050 | $3,216+305.7% | $4,644+181.0% | $2,471+428.1% |
| Participant deferral / active EE | $11,314 | $5,680+99.2% | $6,842+65.4% | $3,740+202.5% |
| Admin fee / account holder | $5,305 | $6,053-12.4% | $9,309-43.0% | $5,3060% |