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 | $625,194 | $127,065+392.0% | $113,168+452.4% | $142,382+339.1% |
| Participation rate | 92.9% | 79.2%+13.7pp | 76.6%+16.3pp | 80.1%+12.7pp |
| Annual return | 17.08% | 24.03%-7.0pp | 24.27%-7.2pp | 217.08%-200.0pp |
| Employer contribution / active EE | $6,667 | $3,442+93.7% | $2,975+124.1% | $4,299+55.1% |
| Participant deferral / active EE | $17,781 | $5,716+211.0% | $5,107+248.2% | $6,507+173.2% |
| Admin fee / account holder | $27,697 | $15,736+76.0% | $12,068+129.5% | $12,624+119.4% |