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 | $992,524 | $183,519+440.8% | $155,509+538.2% | $145,922+580.2% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 18.61% | 61.17%-42.6pp | 64.67%-46.1pp | 561.29%-542.7pp |
| Employer contribution / active EE | $29,029 | $5,313+446.4% | $4,672+521.3% | $4,660+523.0% |
| Participant deferral / active EE | $15,563 | $6,462+140.8% | $5,626+176.6% | $6,688+132.7% |
| Admin fee / account holder | $3,212 | $19,313-83.4% | $15,912-79.8% | $13,397-76.0% |