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 | $449,937 | $93,571+380.9% | $135,903+231.1% | $75,163+498.6% |
| Participation rate | 80.6% | 75.2%+5.4pp | 81.9%-1.4pp | 67.2%+13.4pp |
| Annual return | 17.60% | 30.90%-13.3pp | 68.23%-50.6pp | 160.62%-143.0pp |
| Employer contribution / active EE | $3,667 | $3,537+3.7% | $4,856-24.5% | $2,670+37.4% |
| Participant deferral / active EE | $10,745 | $6,404+67.8% | $7,758+38.5% | $4,125+160.5% |
| Admin fee / account holder | $76,376 | $6,975+994.9% | $10,762+609.7% | $5,651+1251.6% |