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 | $439,003 | $165,335+165.5% | $149,696+193.3% | $158,922+176.2% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 11.69% | 348.15%-336.5pp | 276.60%-264.9pp | 302.83%-291.1pp |
| Employer contribution / active EE | $13,333 | $5,103+161.3% | $4,644+187.1% | $4,761+180.0% |
| Participant deferral / active EE | $2,889 | $7,181-59.8% | $6,842-57.8% | $5,982-51.7% |
| Admin fee / account holder | $1,619 | $10,807-85.0% | $9,309-82.6% | $11,246-85.6% |