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 | $402,556 | $148,534+171.0% | $135,903+196.2% | $139,434+188.7% |
| Participation rate | 95.0% | 83.9%+11.1pp | 81.9%+13.1pp | 80.3%+14.7pp |
| Annual return | 18.72% | 79.19%-60.5pp | 68.23%-49.5pp | 372.94%-354.2pp |
| Employer contribution / active EE | $12,177 | $5,243+132.2% | $4,856+150.7% | $4,751+156.3% |
| Participant deferral / active EE | $15,773 | $8,100+94.7% | $7,758+103.3% | $6,710+135.1% |
| Admin fee / account holder | $18,834 | $12,400+51.9% | $10,762+75.0% | $11,403+65.2% |