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 | $440,832 | $175,202+151.6% | $149,673+194.5% | $139,434+216.2% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 18.02% | 166.71%-148.7pp | 134.42%-116.4pp | 372.94%-354.9pp |
| Employer contribution / active EE | $34,943 | $5,474+538.3% | $4,818+625.3% | $4,751+635.5% |
| Participant deferral / active EE | $11,660 | $6,519+78.9% | $5,680+105.3% | $6,710+73.8% |
| Admin fee / account holder | $8,571 | $16,150-46.9% | $13,210-35.1% | $11,403-24.8% |