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 | $844,866 | $232,540+263.3% | $185,117+356.4% | $147,584+472.5% |
| Participation rate | 93.3% | 82.4%+11.0pp | 77.3%+16.1pp | 82.8%+10.5pp |
| Annual return | 14.90% | 43.03%-28.1pp | 40.50%-25.6pp | 578.55%-563.7pp |
| Employer contribution / active EE | $7,013 | $5,195+35.0% | $4,182+67.7% | $4,876+43.8% |
| Participant deferral / active EE | $19,877 | $5,834+240.7% | $5,045+294.0% | $5,439+265.5% |
| Admin fee / account holder | $3,567 | $10,275-65.3% | $8,159-56.3% | $10,885-67.2% |