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 | $632,981 | $165,335+282.8% | $149,696+322.8% | $158,922+298.3% |
| Participation rate | 94.7% | 84.6%+10.2pp | 82.5%+12.3pp | 82.0%+12.8pp |
| Annual return | 16.24% | 348.15%-331.9pp | 276.60%-260.4pp | 302.83%-286.6pp |
| Employer contribution / active EE | $7,958 | $5,103+56.0% | $4,644+71.4% | $4,761+67.1% |
| Participant deferral / active EE | $12,702 | $7,181+76.9% | $6,842+85.7% | $5,982+112.3% |
| Admin fee / account holder | $5,020 | $10,807-53.5% | $9,309-46.1% | $11,246-55.4% |