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 | $397,487 | $115,770+243.3% | $101,248+292.6% | $158,922+150.1% |
| Participation rate | 95.0% | 79.4%+15.6pp | 75.8%+19.2pp | 82.0%+13.0pp |
| Annual return | 18.68% | 56.14%-37.5pp | 46.47%-27.8pp | 302.83%-284.2pp |
| Employer contribution / active EE | $7,912 | $4,175+89.5% | $3,660+116.2% | $4,761+66.2% |
| Participant deferral / active EE | $7,102 | $4,957+43.3% | $4,370+62.5% | $5,982+18.7% |
| Admin fee / account holder | $12,589 | $7,245+73.8% | $5,945+111.7% | $11,246+11.9% |