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 | $460,065 | $133,922+243.5% | $116,228+295.8% | $142,382+223.1% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.6%+15.4pp | 80.1%+9.9pp |
| Annual return | 17.36% | 147.76%-130.4pp | 90.06%-72.7pp | 217.08%-199.7pp |
| Employer contribution / active EE | $10,861 | $3,446+215.2% | $2,994+262.7% | $4,299+152.6% |
| Participant deferral / active EE | $8,278 | $5,672+45.9% | $4,953+67.1% | $6,507+27.2% |
| Admin fee / account holder | $3,172 | $14,945-78.8% | $11,989-73.5% | $12,624-74.9% |