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 | $1,524,697 | $214,378+611.2% | $200,582+660.1% | $142,382+970.8% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 14.63% | 46.41%-31.8pp | 42.33%-27.7pp | 217.08%-202.4pp |
| Employer contribution / active EE | $37,200 | $6,841+443.7% | $6,419+479.5% | $4,299+765.3% |
| Participant deferral / active EE | $24,710 | $9,865+150.5% | $9,331+164.8% | $6,507+279.7% |
| Admin fee / account holder | $6,399 | $17,692-63.8% | $16,305-60.8% | $12,624-49.3% |