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 | $759,632 | $154,228+392.5% | $145,433+422.3% | $137,256+453.4% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 16.55% | 74.59%-58.0pp | 66.58%-50.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $13,868 | $4,804+188.7% | $4,554+204.5% | $4,156+233.7% |
| Participant deferral / active EE | $10,098 | $8,216+22.9% | $7,897+27.9% | $6,407+57.6% |
| Admin fee / account holder | $5,615 | $14,344-60.9% | $13,129-57.2% | $12,270-54.2% |