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 | $557,808 | $117,841+373.4% | $102,423+444.6% | $145,922+282.3% |
| Participation rate | 86.7% | 78.6%+8.1pp | 76.5%+10.2pp | 80.3%+6.4pp |
| Annual return | 16.42% | 31.65%-15.2pp | 29.32%-12.9pp | 561.29%-544.9pp |
| Employer contribution / active EE | $12,483 | $3,615+245.3% | $3,023+312.9% | $4,660+167.9% |
| Participant deferral / active EE | $9,683 | $5,731+69.0% | $5,053+91.6% | $6,688+44.8% |
| Admin fee / account holder | $688 | $13,326-94.8% | $9,451-92.7% | $13,397-94.9% |