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 | $515,984 | $89,753+474.9% | $107,525+379.9% | $84,808+508.4% |
| Participation rate | 90.9% | 68.1%+22.8pp | 75.1%+15.8pp | 68.3%+22.6pp |
| Annual return | 16.95% | 29.48%-12.5pp | 181.32%-164.4pp | 40.90%-23.9pp |
| Employer contribution / active EE | $5,188 | $3,113+66.6% | $3,754+38.2% | $2,631+97.2% |
| Participant deferral / active EE | $8,806 | $4,056+117.1% | $5,116+72.1% | $4,212+109.1% |
| Admin fee / account holder | $9,442 | $7,222+30.7% | $8,919+5.9% | $7,344+28.6% |