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 | $609,009 | $175,202+247.6% | $149,673+306.9% | $139,434+336.8% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 18.44% | 166.71%-148.3pp | 134.42%-116.0pp | 372.94%-354.5pp |
| Employer contribution / active EE | $9,980 | $5,474+82.3% | $4,818+107.2% | $4,751+110.1% |
| Participant deferral / active EE | $11,480 | $6,519+76.1% | $5,680+102.1% | $6,710+71.1% |
| Admin fee / account holder | $26,400 | $16,150+63.5% | $13,210+99.9% | $11,403+131.5% |