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 | $446,691 | $154,117+189.8% | $129,995+243.6% | $139,434+220.4% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.5%+13.2pp | 80.3%+11.3pp |
| Annual return | 21.00% | 32.48%-11.5pp | -137.18%+158.2pp | 372.94%-351.9pp |
| Employer contribution / active EE | $18,009 | $5,289+240.5% | $4,320+316.9% | $4,751+279.1% |
| Participant deferral / active EE | $13,705 | $6,710+104.3% | $5,820+135.5% | $6,710+104.2% |
| Admin fee / account holder | $1,627 | $14,007-88.4% | $10,614-84.7% | $11,403-85.7% |