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 | $762,521 | $209,411+264.1% | $178,490+327.2% | $158,922+379.8% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 19.89% | 188.75%-168.9pp | 151.07%-131.2pp | 302.83%-282.9pp |
| Employer contribution / active EE | $39,900 | $5,706+599.2% | $5,011+696.3% | $4,761+738.0% |
| Participant deferral / active EE | $2,889 | $5,954-51.5% | $5,202-44.5% | $5,982-51.7% |
| Admin fee / account holder | $8,333 | $17,074-51.2% | $13,984-40.4% | $11,246-25.9% |