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 | $935,975 | $209,336+347.1% | $197,124+374.8% | $137,256+581.9% |
| Participation rate | 86.7% | 87.3%-0.6pp | 86.7%0pp | 80.0%+6.7pp |
| Annual return | 15.26% | 48.09%-32.8pp | 44.34%-29.1pp | 220.34%-205.1pp |
| Employer contribution / active EE | $8,523 | $6,591+29.3% | $6,227+36.9% | $4,156+105.1% |
| Participant deferral / active EE | $3,933 | $9,614-59.1% | $9,135-56.9% | $6,407-38.6% |
| Admin fee / account holder | $248,732 | $17,308+1337.1% | $16,298+1426.1% | $12,270+1927.1% |