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 | $516,629 | $73,933+598.8% | $96,683+434.4% | $75,163+587.3% |
| Participation rate | 93.9% | 66.4%+27.5pp | 74.3%+19.6pp | 67.2%+26.7pp |
| Annual return | 18.23% | 26.70%-8.5pp | 35.69%-17.5pp | 160.62%-142.4pp |
| Employer contribution / active EE | $10,201 | $2,928+248.4% | $3,737+173.0% | $2,670+282.1% |
| Participant deferral / active EE | $11,790 | $3,659+222.2% | $4,878+141.7% | $4,125+185.8% |
| Admin fee / account holder | $36,196 | $5,216+593.9% | $6,730+437.9% | $5,651+540.5% |