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 | $317,544 | $98,240+223.2% | $82,313+285.8% | $147,584+115.2% |
| Participation rate | 88.9% | 79.7%+9.2pp | 76.9%+12.0pp | 82.8%+6.1pp |
| Annual return | 14.12% | 30.85%-16.7pp | 25.88%-11.8pp | 578.55%-564.4pp |
| Employer contribution / active EE | $25,243 | $3,192+690.9% | $2,428+939.5% | $4,876+417.7% |
| Participant deferral / active EE | $14,132 | $4,383+222.4% | $3,706+281.3% | $5,439+159.8% |
| Admin fee / account holder | $8,641 | $8,563+0.9% | $5,608+54.1% | $10,885-20.6% |