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 | $757,200 | $177,572+326.4% | $154,803+389.1% | $142,382+431.8% |
| Participation rate | 90.5% | 82.1%+8.4pp | 78.1%+12.4pp | 80.1%+10.4pp |
| Annual return | 18.07% | 65.07%-47.0pp | 58.88%-40.8pp | 217.08%-199.0pp |
| Employer contribution / active EE | $34,874 | $4,810+625.0% | $4,305+710.0% | $4,299+711.2% |
| Participant deferral / active EE | $18,337 | $6,272+192.4% | $5,540+231.0% | $6,507+181.8% |
| Admin fee / account holder | $3,955 | $16,786-76.4% | $14,329-72.4% | $12,624-68.7% |