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 | $784,259 | $165,335+374.3% | $149,696+423.9% | $158,922+393.5% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 28.13% | 348.15%-320.0pp | 276.60%-248.5pp | 302.83%-274.7pp |
| Employer contribution / active EE | $11,633 | $5,103+128.0% | $4,644+150.5% | $4,761+144.3% |
| Participant deferral / active EE | $9,790 | $7,181+36.3% | $6,842+43.1% | $5,982+63.7% |
| Admin fee / account holder | $6,686 | $10,807-38.1% | $9,309-28.2% | $11,246-40.5% |