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 | $660,564 | $175,202+277.0% | $149,673+341.3% | $139,434+373.7% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 20.24% | 166.71%-146.5pp | 134.42%-114.2pp | 372.94%-352.7pp |
| Employer contribution / active EE | $19,227 | $5,474+251.2% | $4,818+299.1% | $4,751+304.7% |
| Participant deferral / active EE | $21,455 | $6,519+229.1% | $5,680+277.7% | $6,710+219.7% |
| Admin fee / account holder | $2,665 | $16,150-83.5% | $13,210-79.8% | $11,403-76.6% |