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 | $793,301 | $159,602+397.0% | $150,045+428.7% | $142,382+457.2% |
| Participation rate | 95.2% | 84.0%+11.3pp | 82.3%+12.9pp | 80.1%+15.1pp |
| Annual return | 14.05% | 70.24%-56.2pp | 62.55%-48.5pp | 217.08%-203.0pp |
| Employer contribution / active EE | $15,853 | $4,961+219.6% | $4,693+237.8% | $4,299+268.8% |
| Participant deferral / active EE | $17,595 | $8,310+111.7% | $7,997+120.0% | $6,507+170.4% |
| Admin fee / account holder | $98,415 | $14,846+562.9% | $13,435+632.5% | $12,624+679.6% |