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 | $530,943 | $177,572+199.0% | $154,803+243.0% | $142,382+272.9% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 17.70% | 65.07%-47.4pp | 58.88%-41.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $10,247 | $4,810+113.0% | $4,305+138.0% | $4,299+138.3% |
| Participant deferral / active EE | $4,675 | $6,272-25.5% | $5,540-15.6% | $6,507-28.2% |
| Admin fee / account holder | $2,827 | $16,786-83.2% | $14,329-80.3% | $12,624-77.6% |