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 | $519,587 | $110,257+371.3% | $96,544+438.2% | $139,434+272.6% |
| Participation rate | 92.3% | 78.1%+14.2pp | 76.0%+16.3pp | 80.3%+12.0pp |
| Annual return | 13.70% | 26.32%-12.6pp | 25.84%-12.1pp | 372.94%-359.2pp |
| Employer contribution / active EE | $3,088 | $3,620-14.7% | $2,965+4.1% | $4,751-35.0% |
| Participant deferral / active EE | $8,764 | $5,548+58.0% | $4,851+80.7% | $6,710+30.6% |
| Admin fee / account holder | $48,325 | $11,591+316.9% | $8,252+485.6% | $11,403+323.8% |