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 | $495,357 | $209,411+136.5% | $178,490+177.5% | $158,922+211.7% |
| Participation rate | 95.8% | 86.3%+9.5pp | 81.9%+13.9pp | 82.0%+13.9pp |
| Annual return | 8.22% | 188.75%-180.5pp | 151.07%-142.8pp | 302.83%-294.6pp |
| Employer contribution / active EE | $14,623 | $5,706+156.3% | $5,011+191.8% | $4,761+207.1% |
| Participant deferral / active EE | $4,309 | $5,954-27.6% | $5,202-17.2% | $5,982-28.0% |
| Admin fee / account holder | $21,109 | $17,074+23.6% | $13,984+51.0% | $11,246+87.7% |