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 | $516,615 | $103,376+399.7% | $87,100+493.1% | $152,861+238.0% |
| Participation rate | 92.3% | 79.3%+13.0pp | 76.9%+15.4pp | 82.4%+9.9pp |
| Annual return | 20.39% | 28.10%-7.7pp | 28.19%-7.8pp | 345.32%-324.9pp |
| Employer contribution / active EE | $11,107 | $3,220+244.9% | $2,521+340.5% | $4,762+133.2% |
| Participant deferral / active EE | $11,757 | $4,778+146.1% | $4,049+190.4% | $5,850+101.0% |
| Admin fee / account holder | $18,998 | $12,205+55.7% | $7,497+153.4% | $11,596+63.8% |