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 | $495,857 | $73,933+570.7% | $96,683+412.9% | $75,163+559.7% |
| Participation rate | 93.8% | 66.4%+27.3pp | 74.3%+19.4pp | 67.2%+26.6pp |
| Annual return | 15.03% | 26.70%-11.7pp | 35.69%-20.7pp | 160.62%-145.6pp |
| Employer contribution / active EE | $5,343 | $2,928+82.5% | $3,737+43.0% | $2,670+100.1% |
| Participant deferral / active EE | $13,439 | $3,659+267.3% | $4,878+175.5% | $4,125+225.8% |
| Admin fee / account holder | $11,951 | $5,216+129.1% | $6,730+77.6% | $5,651+111.5% |