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 | $996,376 | $159,901+523.1% | $146,958+578.0% | $145,922+582.8% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 17.98% | 98.13%-80.2pp | 418.34%-400.4pp | 561.29%-543.3pp |
| Employer contribution / active EE | $17,900 | $5,286+238.6% | $4,933+262.9% | $4,660+284.1% |
| Participant deferral / active EE | $15,193 | $8,428+80.3% | $8,070+88.3% | $6,688+127.2% |
| Admin fee / account holder | $1,984 | $15,044-86.8% | $12,998-84.7% | $13,397-85.2% |