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 | $455,653 | $115,882+293.2% | $100,516+353.3% | $158,922+186.7% |
| Participation rate | 93.8% | 81.6%+12.2pp | 79.4%+14.3pp | 82.0%+11.8pp |
| Annual return | 19.74% | 34.79%-15.0pp | 30.89%-11.1pp | 302.83%-283.1pp |
| Employer contribution / active EE | $7,927 | $4,103+93.2% | $3,418+132.0% | $4,761+66.5% |
| Participant deferral / active EE | $20,770 | $6,674+211.2% | $6,270+231.3% | $5,982+247.2% |
| Admin fee / account holder | $64,644 | $10,995+487.9% | $8,081+699.9% | $11,246+474.8% |