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 | $452,409 | $179,726+151.7% | $156,263+189.5% | $142,382+217.7% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.9%+8.6pp | 80.1%+7.4pp |
| Annual return | 11.70% | 77.86%-66.2pp | 59.47%-47.8pp | 217.08%-205.4pp |
| Employer contribution / active EE | $5,701 | $5,069+12.5% | $4,333+31.6% | $4,299+32.6% |
| Participant deferral / active EE | $15,529 | $6,956+123.3% | $6,158+152.2% | $6,507+138.6% |
| Admin fee / account holder | $227,141 | $17,272+1215.1% | $14,255+1493.4% | $12,624+1699.3% |