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 3-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 | $486,978 | $175,202+178.0% | $149,673+225.4% | $139,434+249.3% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 13.94% | 166.71%-152.8pp | 134.42%-120.5pp | 372.94%-359.0pp |
| Employer contribution / active EE | $10,072 | $5,474+84.0% | $4,818+109.1% | $4,751+112.0% |
| Participant deferral / active EE | $14,008 | $6,519+114.9% | $5,680+146.6% | $6,710+108.8% |
| Admin fee / account holder | $1,598 | $16,150-90.1% | $13,210-87.9% | $11,403-86.0% |