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 | $402,089 | $107,334+274.6% | $92,893+332.9% | $152,861+163.0% |
| Participation rate | 86.7% | 79.8%+6.9pp | 76.0%+10.7pp | 82.4%+4.2pp |
| Annual return | 23.54% | 145.58%-122.0pp | 109.41%-85.9pp | 345.32%-321.8pp |
| Employer contribution / active EE | $5,185 | $4,221+22.8% | $3,653+42.0% | $4,762+8.9% |
| Participant deferral / active EE | $15,861 | $4,845+227.4% | $4,236+274.4% | $5,850+171.1% |
| Admin fee / account holder | $13,984 | $7,079+97.5% | $5,794+141.4% | $11,596+20.6% |