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 | $214,378+290.8% | $200,582+317.6% | $142,382+488.4% |
| Participation rate | 94.4% | 87.4%+7.0pp | 86.9%+7.6pp | 80.1%+14.3pp |
| Annual return | 19.27% | 46.41%-27.1pp | 42.33%-23.1pp | 217.08%-197.8pp |
| Employer contribution / active EE | $14,244 | $6,841+108.2% | $6,419+121.9% | $4,299+231.3% |
| Participant deferral / active EE | $18,710 | $9,865+89.7% | $9,331+100.5% | $6,507+187.5% |
| Admin fee / account holder | $12,124 | $17,692-31.5% | $16,305-25.6% | $12,624-4.0% |