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 | $687,005 | $93,571+634.2% | $135,903+405.5% | $75,163+814.0% |
| Participation rate | 92.7% | 75.2%+17.5pp | 81.9%+10.8pp | 67.2%+25.5pp |
| Annual return | 28.27% | 30.90%-2.6pp | 68.23%-40.0pp | 160.62%-132.4pp |
| Employer contribution / active EE | $1,042 | $3,537-70.5% | $4,856-78.5% | $2,670-61.0% |
| Participant deferral / active EE | $12,839 | $6,404+100.5% | $7,758+65.5% | $4,125+211.2% |
| Admin fee / account holder | $22,802 | $6,975+226.9% | $10,762+111.9% | $5,651+303.5% |