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 | $506,012 | $127,065+298.2% | $113,168+347.1% | $142,382+255.4% |
| Participation rate | 91.7% | 79.2%+12.5pp | 76.6%+15.1pp | 80.1%+11.5pp |
| Annual return | 15.11% | 24.03%-8.9pp | 24.27%-9.2pp | 217.08%-202.0pp |
| Employer contribution / active EE | $10,263 | $3,442+198.2% | $2,975+244.9% | $4,299+138.7% |
| Participant deferral / active EE | $8,643 | $5,716+51.2% | $5,107+69.2% | $6,507+32.8% |
| Admin fee / account holder | $32,887 | $15,736+109.0% | $12,068+172.5% | $12,624+160.5% |