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 | $504,397 | $148,534+239.6% | $135,903+271.1% | $139,434+261.7% |
| Participation rate | 95.5% | 83.9%+11.6pp | 81.9%+13.5pp | 80.3%+15.1pp |
| Annual return | 17.28% | 79.19%-61.9pp | 68.23%-50.9pp | 372.94%-355.7pp |
| Employer contribution / active EE | $13,973 | $5,243+166.5% | $4,856+187.7% | $4,751+194.1% |
| Participant deferral / active EE | $15,464 | $8,100+90.9% | $7,758+99.3% | $6,710+130.4% |
| Admin fee / account holder | $6,448 | $12,400-48.0% | $10,762-40.1% | $11,403-43.5% |