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 | $980,050 | $106,515+820.1% | $96,683+913.7% | $139,434+602.9% |
| Participation rate | 92.9% | 77.8%+15.0pp | 74.3%+18.5pp | 80.3%+12.5pp |
| Annual return | 15.69% | 38.43%-22.7pp | 35.69%-20.0pp | 372.94%-357.3pp |
| Employer contribution / active EE | $27,384 | $4,103+567.4% | $3,737+632.8% | $4,751+476.4% |
| Participant deferral / active EE | $1,414 | $5,454-74.1% | $4,878-71.0% | $6,710-78.9% |
| Admin fee / account holder | $56,453 | $7,877+616.7% | $6,730+738.9% | $11,403+395.1% |