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 | $637,965 | $109,413+483.1% | $156,263+308.3% | $84,808+652.3% |
| Participation rate | 88.3% | 72.7%+15.6pp | 78.9%+9.4pp | 68.3%+20.0pp |
| Annual return | 16.42% | 20.18%-3.8pp | 59.47%-43.0pp | 40.90%-24.5pp |
| Employer contribution / active EE | $7,248 | $2,907+149.3% | $4,333+67.3% | $2,631+175.5% |
| Participant deferral / active EE | $20,711 | $4,590+351.3% | $6,158+236.3% | $4,212+391.8% |
| Admin fee / account holder | $34,966 | $9,357+273.7% | $14,255+145.3% | $7,344+376.1% |