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 | $536,934 | $85,022+531.5% | $70,515+661.4% | $139,434+285.1% |
| Participation rate | 83.3% | 73.9%+9.4pp | 68.3%+15.0pp | 80.3%+3.0pp |
| Annual return | 16.39% | 30.38%-14.0pp | 32.77%-16.4pp | 372.94%-356.6pp |
| Employer contribution / active EE | $13,828 | $3,909+253.8% | $2,973+365.1% | $4,751+191.1% |
| Participant deferral / active EE | $19,435 | $5,890+230.0% | $4,567+325.6% | $6,710+189.6% |
| Admin fee / account holder | $25,378 | $8,906+185.0% | $6,412+295.8% | $11,403+122.6% |