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 | $533,593 | $154,228+246.0% | $145,433+266.9% | $137,256+288.8% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 15.94% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $18,523 | $4,804+285.6% | $4,554+306.7% | $4,156+345.7% |
| Participant deferral / active EE | $14,189 | $8,216+72.7% | $7,897+79.7% | $6,407+121.5% |
| Admin fee / account holder | $435,035 | $14,344+2933.0% | $13,129+3213.5% | $12,270+3445.5% |