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 | $626,411 | $154,228+306.2% | $145,433+330.7% | $137,256+356.4% |
| Participation rate | 95.0% | 83.8%+11.2pp | 82.1%+12.9pp | 80.0%+15.0pp |
| Annual return | 19.34% | 74.59%-55.2pp | 66.58%-47.2pp | 220.34%-201.0pp |
| Employer contribution / active EE | $10,000 | $4,804+108.2% | $4,554+119.6% | $4,156+140.6% |
| Participant deferral / active EE | $18,246 | $8,216+122.1% | $7,897+131.0% | $6,407+184.8% |
| Admin fee / account holder | $42,570 | $14,344+196.8% | $13,129+224.2% | $12,270+246.9% |