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 | $914,645 | $177,572+415.1% | $154,803+490.8% | $142,382+542.4% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 16.45% | 65.07%-48.6pp | 58.88%-42.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $25,138 | $4,810+422.6% | $4,305+483.9% | $4,299+484.7% |
| Participant deferral / active EE | $23,590 | $6,272+276.1% | $5,540+325.8% | $6,507+262.5% |
| Admin fee / account holder | $3,710 | $16,786-77.9% | $14,329-74.1% | $12,624-70.6% |