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 | $499,161 | $105,126+374.8% | $94,646+427.4% | $139,434+258.0% |
| Participation rate | 88.9% | 82.4%+6.5pp | 80.8%+8.1pp | 80.3%+8.6pp |
| Annual return | 17.22% | 38.03%-20.8pp | 156.71%-139.5pp | 372.94%-355.7pp |
| Employer contribution / active EE | $5,692 | $4,106+38.6% | $3,672+55.0% | $4,751+19.8% |
| Participant deferral / active EE | $15,699 | $7,599+106.6% | $7,418+111.6% | $6,710+134.0% |
| Admin fee / account holder | $6,640 | $8,984-26.1% | $7,231-8.2% | $11,403-41.8% |