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 | $460,764 | $154,117+199.0% | $129,995+254.4% | $139,434+230.5% |
| Participation rate | 94.1% | 82.0%+12.2pp | 78.5%+15.6pp | 80.3%+13.8pp |
| Annual return | 20.01% | 32.48%-12.5pp | -137.18%+157.2pp | 372.94%-352.9pp |
| Employer contribution / active EE | $16,072 | $5,289+203.9% | $4,320+272.1% | $4,751+238.3% |
| Participant deferral / active EE | $15,095 | $6,710+125.0% | $5,820+159.4% | $6,710+125.0% |
| Admin fee / account holder | $19,611 | $14,007+40.0% | $10,614+84.8% | $11,403+72.0% |