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 | $447,323 | $114,381+291.1% | $107,525+316.0% | $142,382+214.2% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 13.45% | 242.71%-229.3pp | 181.32%-167.9pp | 217.08%-203.6pp |
| Employer contribution / active EE | $12,500 | $4,015+211.4% | $3,754+233.0% | $4,299+190.8% |
| Participant deferral / active EE | $7,596 | $5,564+36.5% | $5,116+48.5% | $6,507+16.7% |
| Admin fee / account holder | $20,416 | $9,860+107.1% | $8,919+128.9% | $12,624+61.7% |