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 | $679,318 | $106,515+537.8% | $96,683+602.6% | $139,434+387.2% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 15.86% | 38.43%-22.6pp | 35.69%-19.8pp | 372.94%-357.1pp |
| Employer contribution / active EE | $27,750 | $4,103+576.4% | $3,737+642.6% | $4,751+484.1% |
| Participant deferral / active EE | $5,092 | $5,454-6.6% | $4,878+4.4% | $6,710-24.1% |
| Admin fee / account holder | $13,182 | $7,877+67.4% | $6,730+95.9% | $11,403+15.6% |