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 | $769,209 | $105,181+631.3% | $159,436+382.5% | $85,850+796.0% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.8%+4.7pp | 69.3%+18.2pp |
| Annual return | 13.16% | 45.07%-31.9pp | 263.57%-250.4pp | 318.53%-305.4pp |
| Employer contribution / active EE | $13,432 | $3,318+304.8% | $4,829+178.1% | $2,565+423.6% |
| Participant deferral / active EE | $11,342 | $5,945+90.8% | $7,352+54.3% | $3,952+187.0% |
| Admin fee / account holder | $4,827 | $6,933-30.4% | $10,799-55.3% | $6,260-22.9% |