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 | $503,640 | $165,335+204.6% | $149,696+236.4% | $158,922+216.9% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 43.72% | 348.15%-304.4pp | 276.60%-232.9pp | 302.83%-259.1pp |
| Employer contribution / active EE | $21,939 | $5,103+329.9% | $4,644+372.4% | $4,761+360.8% |
| Participant deferral / active EE | $13,675 | $7,181+90.4% | $6,842+99.9% | $5,982+128.6% |
| Admin fee / account holder | $5,037 | $10,807-53.4% | $9,309-45.9% | $11,246-55.2% |