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 | $834,843 | $214,378+289.4% | $200,582+316.2% | $142,382+486.3% |
| Participation rate | 93.3% | 87.4%+5.9pp | 86.9%+6.4pp | 80.1%+13.2pp |
| Annual return | 17.50% | 46.41%-28.9pp | 42.33%-24.8pp | 217.08%-199.6pp |
| Employer contribution / active EE | $38,368 | $6,841+460.8% | $6,419+497.7% | $4,299+792.5% |
| Participant deferral / active EE | $25,626 | $9,865+159.8% | $9,331+174.6% | $6,507+293.8% |
| Admin fee / account holder | $135,896 | $17,692+668.1% | $16,305+733.5% | $12,624+976.5% |