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 | $480,583 | $72,071+566.8% | $68,368+602.9% | $137,256+250.1% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.0%+5.8pp |
| Annual return | 17.60% | 353.14%-335.5pp | 292.57%-275.0pp | 220.34%-202.7pp |
| Employer contribution / active EE | $22,239 | $2,788+697.7% | $2,649+739.6% | $4,156+435.1% |
| Participant deferral / active EE | $14,648 | $4,410+232.1% | $4,123+255.3% | $6,407+128.6% |
| Admin fee / account holder | $1,561 | $5,336-70.7% | $5,150-69.7% | $12,270-87.3% |