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 | $668,280 | $165,335+304.2% | $149,696+346.4% | $158,922+320.5% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 13.64% | 348.15%-334.5pp | 276.60%-263.0pp | 302.83%-289.2pp |
| Employer contribution / active EE | $9,037 | $5,103+77.1% | $4,644+94.6% | $4,761+89.8% |
| Participant deferral / active EE | $14,474 | $7,181+101.6% | $6,842+111.6% | $5,982+142.0% |
| Admin fee / account holder | $3,665 | $10,807-66.1% | $9,309-60.6% | $11,246-67.4% |