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 | $450,184 | $93,571+381.1% | $135,903+231.3% | $75,163+498.9% |
| Participation rate | 92.0% | 75.2%+16.9pp | 81.9%+10.1pp | 67.2%+24.9pp |
| Annual return | 19.39% | 30.90%-11.5pp | 68.23%-48.8pp | 160.62%-141.2pp |
| Employer contribution / active EE | $9,429 | $3,537+166.6% | $4,856+94.2% | $2,670+253.2% |
| Participant deferral / active EE | $11,210 | $6,404+75.0% | $7,758+44.5% | $4,125+171.7% |
| Admin fee / account holder | $27,870 | $6,975+299.5% | $10,762+159.0% | $5,651+393.2% |