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 | $817,434 | $209,411+290.3% | $178,490+358.0% | $158,922+414.4% |
| Participation rate | 84.6% | 86.3%-1.7pp | 81.9%+2.7pp | 82.0%+2.7pp |
| Annual return | 20.03% | 188.75%-168.7pp | 151.07%-131.0pp | 302.83%-282.8pp |
| Employer contribution / active EE | $21,879 | $5,706+283.4% | $5,011+336.7% | $4,761+359.5% |
| Participant deferral / active EE | $13,644 | $5,954+129.2% | $5,202+162.3% | $5,982+128.1% |
| Admin fee / account holder | $1,344 | $17,074-92.1% | $13,984-90.4% | $11,246-88.0% |