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 | $855,004 | $127,065+572.9% | $113,168+655.5% | $142,382+500.5% |
| Participation rate | 93.3% | 79.2%+14.1pp | 76.6%+16.8pp | 80.1%+13.2pp |
| Annual return | 17.06% | 24.03%-7.0pp | 24.27%-7.2pp | 217.08%-200.0pp |
| Employer contribution / active EE | $9,574 | $3,442+178.2% | $2,975+221.8% | $4,299+122.7% |
| Participant deferral / active EE | $13,159 | $5,716+130.2% | $5,107+157.7% | $6,507+102.2% |
| Admin fee / account holder | $16,257 | $15,736+3.3% | $12,068+34.7% | $12,624+28.8% |