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 | $619,347 | $214,378+188.9% | $200,582+208.8% | $142,382+335.0% |
| Participation rate | 93.3% | 87.4%+5.9pp | 86.9%+6.4pp | 80.1%+13.2pp |
| Annual return | 16.43% | 46.41%-30.0pp | 42.33%-25.9pp | 217.08%-200.6pp |
| Employer contribution / active EE | $17,331 | $6,841+153.3% | $6,419+170.0% | $4,299+303.1% |
| Participant deferral / active EE | $16,017 | $9,865+62.4% | $9,331+71.7% | $6,507+146.1% |
| Admin fee / account holder | $19,694 | $17,692+11.3% | $16,305+20.8% | $12,624+56.0% |