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 | $281,711 | $99,020+184.5% | $86,590+225.3% | $147,584+90.9% |
| Participation rate | 95.2% | 76.3%+18.9pp | 73.5%+21.7pp | 82.8%+12.4pp |
| Annual return | 12.88% | 1312.34%-1299.5pp | 964.84%-952.0pp | 578.55%-565.7pp |
| Employer contribution / active EE | $9,748 | $3,132+211.2% | $2,839+243.3% | $4,876+99.9% |
| Participant deferral / active EE | $5,683 | $3,972+43.1% | $3,609+57.5% | $5,439+4.5% |
| Admin fee / account holder | $681 | $5,710-88.1% | $4,906-86.1% | $10,885-93.7% |