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 | $497,841 | $106,515+367.4% | $96,683+414.9% | $139,434+257.0% |
| Participation rate | 95.0% | 77.8%+17.2pp | 74.3%+20.7pp | 80.3%+14.7pp |
| Annual return | 16.91% | 38.43%-21.5pp | 35.69%-18.8pp | 372.94%-356.0pp |
| Employer contribution / active EE | $23,391 | $4,103+470.1% | $3,737+526.0% | $4,751+392.4% |
| Participant deferral / active EE | $13,596 | $5,454+149.3% | $4,878+178.7% | $6,710+102.6% |
| Admin fee / account holder | $6,429 | $7,877-18.4% | $6,730-4.5% | $11,403-43.6% |