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 | $828,598 | $209,411+295.7% | $178,490+364.2% | $158,922+421.4% |
| Participation rate | 95.0% | 86.3%+8.7pp | 81.9%+13.1pp | 82.0%+13.0pp |
| Annual return | 18.68% | 188.75%-170.1pp | 151.07%-132.4pp | 302.83%-284.1pp |
| Employer contribution / active EE | $11,151 | $5,706+95.4% | $5,011+122.5% | $4,761+134.2% |
| Participant deferral / active EE | $12,068 | $5,954+102.7% | $5,202+132.0% | $5,982+101.7% |
| Admin fee / account holder | $10,370 | $17,074-39.3% | $13,984-25.8% | $11,246-7.8% |