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 | $537,412 | $99,985+437.5% | $146,665+266.4% | $85,850+526.0% |
| Participation rate | 81.5% | 73.1%+8.4pp | 80.1%+1.4pp | 69.3%+12.2pp |
| Annual return | 12.38% | 18.93%-6.5pp | 22.74%-10.4pp | 318.53%-306.1pp |
| Employer contribution / active EE | $5,672 | $2,559+121.7% | $4,136+37.1% | $2,565+121.1% |
| Participant deferral / active EE | $7,733 | $4,006+93.1% | $5,506+40.5% | $3,952+95.7% |
| Admin fee / account holder | $102,262 | $7,702+1227.7% | $10,280+894.8% | $6,260+1533.6% |