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 | $398,929 | $73,933+439.6% | $96,683+312.6% | $75,163+430.7% |
| Participation rate | 92.9% | 66.4%+26.4pp | 74.3%+18.5pp | 67.2%+25.7pp |
| Annual return | 17.92% | 26.70%-8.8pp | 35.69%-17.8pp | 160.62%-142.7pp |
| Employer contribution / active EE | $7,995 | $2,928+173.1% | $3,737+114.0% | $2,670+199.5% |
| Participant deferral / active EE | $10,063 | $3,659+175.1% | $4,878+106.3% | $4,125+144.0% |
| Admin fee / account holder | $35,186 | $5,216+574.6% | $6,730+422.9% | $5,651+522.7% |