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 | $338,081 | $86,286+291.8% | $111,297+203.8% | $85,850+293.8% |
| Participation rate | 95.3% | 73.3%+22.0pp | 77.3%+18.0pp | 69.3%+26.0pp |
| Annual return | 12.73% | 19.99%-7.3pp | 54.65%-41.9pp | 318.53%-305.8pp |
| Employer contribution / active EE | $10,751 | $2,043+426.2% | $2,731+293.7% | $2,565+319.1% |
| Participant deferral / active EE | $5,400 | $3,641+48.3% | $4,487+20.3% | $3,952+36.7% |
| Admin fee / account holder | $1,592 | $8,188-80.6% | $7,964-80.0% | $6,260-74.6% |