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 | $767,029 | $106,515+620.1% | $96,683+693.3% | $139,434+450.1% |
| Participation rate | 89.5% | 77.8%+11.6pp | 74.3%+15.1pp | 80.3%+9.2pp |
| Annual return | 24.24% | 38.43%-14.2pp | 35.69%-11.5pp | 372.94%-348.7pp |
| Employer contribution / active EE | $5,171 | $4,103+26.0% | $3,737+38.4% | $4,751+8.8% |
| Participant deferral / active EE | $19,318 | $5,454+254.2% | $4,878+296.0% | $6,710+187.9% |
| Admin fee / account holder | $35,452 | $7,877+350.1% | $6,730+426.8% | $11,403+210.9% |