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 | $658,440 | $121,625+441.4% | $104,607+529.4% | $158,922+314.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 7.87% | 465.26%-457.4pp | 340.46%-332.6pp | 302.83%-295.0pp |
| Employer contribution / active EE | $982 | $3,163-69.0% | $2,681-63.4% | $4,761-79.4% |
| Participant deferral / active EE | $7,288 | $4,177+74.5% | $3,740+94.9% | $5,982+21.8% |
| Admin fee / account holder | $6,112 | $7,787-21.5% | $6,473-5.6% | $11,246-45.6% |