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 | $583,630 | $114,381+410.2% | $107,525+442.8% | $142,382+309.9% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 13.98% | 242.71%-228.7pp | 181.32%-167.3pp | 217.08%-203.1pp |
| Employer contribution / active EE | $8,145 | $4,015+102.9% | $3,754+117.0% | $4,299+89.4% |
| Participant deferral / active EE | $7,449 | $5,564+33.9% | $5,116+45.6% | $6,507+14.5% |
| Admin fee / account holder | $6,622 | $9,860-32.8% | $8,919-25.8% | $12,624-47.5% |