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 | $490,456 | $159,602+207.3% | $150,045+226.9% | $142,382+244.5% |
| Participation rate | 95.5% | 84.0%+11.5pp | 82.3%+13.1pp | 80.1%+15.3pp |
| Annual return | 14.52% | 70.24%-55.7pp | 62.55%-48.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $9,907 | $4,961+99.7% | $4,693+111.1% | $4,299+130.4% |
| Participant deferral / active EE | $12,820 | $8,310+54.3% | $7,997+60.3% | $6,507+97.0% |
| Admin fee / account holder | $42,459 | $14,846+186.0% | $13,435+216.0% | $12,624+236.3% |