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 | $641,949 | $154,228+316.2% | $145,433+341.4% | $137,256+367.7% |
| Participation rate | 92.3% | 83.8%+8.5pp | 82.1%+10.2pp | 80.0%+12.3pp |
| Annual return | 17.67% | 74.59%-56.9pp | 66.58%-48.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $18,098 | $4,804+276.7% | $4,554+297.4% | $4,156+335.5% |
| Participant deferral / active EE | $24,483 | $8,216+198.0% | $7,897+210.0% | $6,407+282.1% |
| Admin fee / account holder | $9,244 | $14,344-35.6% | $13,129-29.6% | $12,270-24.7% |