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 | $770,105 | $78,422+882.0% | $95,952+702.6% | $79,858+864.3% |
| Participation rate | 93.5% | 73.5%+20.1pp | 77.1%+16.5pp | 69.6%+23.9pp |
| Annual return | 19.92% | 19.37%+0.6pp | 91.61%-71.7pp | 31.71%-11.8pp |
| Employer contribution / active EE | $5,032 | $1,945+158.7% | $2,541+98.0% | $2,471+103.7% |
| Participant deferral / active EE | $9,524 | $3,440+176.9% | $4,167+128.6% | $3,740+154.6% |
| Admin fee / account holder | $2,172 | $5,622-61.4% | $6,795-68.0% | $5,306-59.1% |