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 | $252,316 | $148,534+69.9% | $135,903+85.7% | $139,434+81.0% |
| Participation rate | 95.8% | 83.9%+12.0pp | 81.9%+13.9pp | 80.3%+15.5pp |
| Annual return | 15.21% | 79.19%-64.0pp | 68.23%-53.0pp | 372.94%-357.7pp |
| Employer contribution / active EE | $13,139 | $5,243+150.6% | $4,856+170.6% | $4,751+176.6% |
| Participant deferral / active EE | $13,651 | $8,100+68.5% | $7,758+76.0% | $6,710+103.4% |
| Admin fee / account holder | $41,171 | $12,400+232.0% | $10,762+282.6% | $11,403+261.1% |