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 | $767,667 | $114,381+571.1% | $107,525+613.9% | $142,382+439.2% |
| Participation rate | 91.3% | 78.1%+13.2pp | 75.1%+16.2pp | 80.1%+11.2pp |
| Annual return | 15.79% | 242.71%-226.9pp | 181.32%-165.5pp | 217.08%-201.3pp |
| Employer contribution / active EE | $32,257 | $4,015+703.5% | $3,754+759.4% | $4,299+650.3% |
| Participant deferral / active EE | $0 | $5,564-100.0% | $5,116-100.0% | $6,507-100.0% |
| Admin fee / account holder | $4,288 | $9,860-56.5% | $8,919-51.9% | $12,624-66.0% |