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 | $640,928 | $154,228+315.6% | $145,433+340.7% | $137,256+367.0% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 13.72% | 74.59%-60.9pp | 66.58%-52.9pp | 220.34%-206.6pp |
| Employer contribution / active EE | $6,369 | $4,804+32.6% | $4,554+39.8% | $4,156+53.2% |
| Participant deferral / active EE | $22,631 | $8,216+175.4% | $7,897+186.6% | $6,407+253.2% |
| Admin fee / account holder | $4,939 | $14,344-65.6% | $13,129-62.4% | $12,270-59.7% |