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 | $639,433 | $183,519+248.4% | $155,509+311.2% | $145,922+338.2% |
| Participation rate | 87.0% | 82.7%+4.3pp | 78.2%+8.8pp | 80.3%+6.7pp |
| Annual return | 16.62% | 61.17%-44.5pp | 64.67%-48.0pp | 561.29%-544.7pp |
| Employer contribution / active EE | $32,940 | $5,313+520.0% | $4,672+605.0% | $4,660+606.9% |
| Participant deferral / active EE | $22,522 | $6,462+248.5% | $5,626+300.3% | $6,688+236.8% |
| Admin fee / account holder | $82,946 | $19,313+329.5% | $15,912+421.3% | $13,397+519.1% |