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 | $643,975 | $127,065+406.8% | $113,168+469.0% | $142,382+352.3% |
| Participation rate | 91.7% | 79.2%+12.5pp | 76.6%+15.1pp | 80.1%+11.5pp |
| Annual return | 13.59% | 24.03%-10.4pp | 24.27%-10.7pp | 217.08%-203.5pp |
| Employer contribution / active EE | $15,537 | $3,442+351.4% | $2,975+422.2% | $4,299+261.4% |
| Participant deferral / active EE | $18,116 | $5,716+216.9% | $5,107+254.7% | $6,507+178.4% |
| Admin fee / account holder | $55,928 | $15,736+255.4% | $12,068+363.5% | $12,624+343.0% |