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 | $457,007 | $73,933+518.1% | $96,683+372.7% | $75,163+508.0% |
| Participation rate | 97.0% | 66.4%+30.5pp | 74.3%+22.6pp | 67.2%+29.8pp |
| Annual return | 18.26% | 26.70%-8.4pp | 35.69%-17.4pp | 160.62%-142.4pp |
| Employer contribution / active EE | $24,242 | $2,928+728.0% | $3,737+548.8% | $2,670+808.0% |
| Participant deferral / active EE | $7,135 | $3,659+95.0% | $4,878+46.3% | $4,125+73.0% |
| Admin fee / account holder | $35,547 | $5,216+581.5% | $6,730+428.2% | $5,651+529.1% |