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 | $478,323 | $138,347+245.7% | $184,203+159.7% | $80,856+491.6% |
| Participation rate | 93.5% | 83.9%+9.7pp | 86.8%+6.7pp | 67.6%+25.9pp |
| Annual return | 12.11% | 20.02%-7.9pp | 28.81%-16.7pp | 35.59%-23.5pp |
| Employer contribution / active EE | $7,727 | $4,850+59.3% | $6,427+20.2% | $2,755+180.5% |
| Participant deferral / active EE | $20,406 | $7,071+188.6% | $9,131+123.5% | $4,296+375.0% |
| Admin fee / account holder | $33,233 | $10,483+217.0% | $13,901+139.1% | $6,918+380.4% |