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 | $739,030 | $172,111+329.4% | $150,298+391.7% | $137,256+438.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.26% | 69.37%-53.1pp | 62.79%-46.5pp | 220.34%-204.1pp |
| Employer contribution / active EE | $15,194 | $4,636+227.7% | $4,154+265.8% | $4,156+265.6% |
| Participant deferral / active EE | $8,644 | $6,166+40.2% | $5,453+58.5% | $6,407+34.9% |
| Admin fee / account holder | $11,813 | $16,471-28.3% | $14,116-16.3% | $12,270-3.7% |