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 | $837,716 | $209,336+300.2% | $197,124+325.0% | $137,256+510.3% |
| Participation rate | 94.4% | 87.3%+7.1pp | 86.7%+7.7pp | 80.0%+14.5pp |
| Annual return | 19.27% | 48.09%-28.8pp | 44.34%-25.1pp | 220.34%-201.1pp |
| Employer contribution / active EE | $14,244 | $6,591+116.1% | $6,227+128.7% | $4,156+242.7% |
| Participant deferral / active EE | $18,710 | $9,614+94.6% | $9,135+104.8% | $6,407+192.0% |
| Admin fee / account holder | $12,124 | $17,308-29.9% | $16,298-25.6% | $12,270-1.2% |