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 | $622,003 | $175,202+255.0% | $149,673+315.6% | $139,434+346.1% |
| Participation rate | 92.9% | 83.4%+9.5pp | 78.8%+14.1pp | 80.3%+12.5pp |
| Annual return | 23.56% | 166.71%-143.2pp | 134.42%-110.9pp | 372.94%-349.4pp |
| Employer contribution / active EE | $29,859 | $5,474+445.4% | $4,818+519.8% | $4,751+528.5% |
| Participant deferral / active EE | $17,625 | $6,519+170.4% | $5,680+210.3% | $6,710+162.7% |
| Admin fee / account holder | $8,040 | $16,150-50.2% | $13,210-39.1% | $11,403-29.5% |