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 | $868,852 | $175,202+395.9% | $149,673+480.5% | $139,434+523.1% |
| Participation rate | 95.0% | 83.4%+11.6pp | 78.8%+16.2pp | 80.3%+14.7pp |
| Annual return | 14.74% | 166.71%-152.0pp | 134.42%-119.7pp | 372.94%-358.2pp |
| Employer contribution / active EE | $38,663 | $5,474+606.3% | $4,818+702.5% | $4,751+713.8% |
| Participant deferral / active EE | $14,625 | $6,519+124.4% | $5,680+157.5% | $6,710+118.0% |
| Admin fee / account holder | $6,334 | $16,150-60.8% | $13,210-52.1% | $11,403-44.5% |