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 | $537,216 | $179,726+198.9% | $156,263+243.8% | $142,382+277.3% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.9%+8.6pp | 80.1%+7.4pp |
| Annual return | 14.22% | 77.86%-63.6pp | 59.47%-45.2pp | 217.08%-202.9pp |
| Employer contribution / active EE | $19,482 | $5,069+284.3% | $4,333+349.6% | $4,299+353.2% |
| Participant deferral / active EE | $13,821 | $6,956+98.7% | $6,158+124.4% | $6,507+112.4% |
| Admin fee / account holder | $44,778 | $17,272+159.2% | $14,255+214.1% | $12,624+254.7% |