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 | $717,795 | $127,386+463.5% | $115,037+524.0% | $125,391+472.4% |
| Participation rate | 91.3% | 84.2%+7.1pp | 81.4%+9.9pp | 83.2%+8.1pp |
| Annual return | -0.50% | 31.28%-31.8pp | 26.14%-26.6pp | 282.22%-282.7pp |
| Employer contribution / active EE | $25,753 | $5,166+398.5% | $4,608+458.9% | $4,866+429.2% |
| Participant deferral / active EE | $17,337 | $6,423+169.9% | $6,026+187.7% | $5,352+224.0% |
| Admin fee / account holder | $35,346 | $9,516+271.4% | $8,175+332.4% | $9,540+270.5% |