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 | $513,630 | $148,534+245.8% | $135,903+277.9% | $139,434+268.4% |
| Participation rate | 94.1% | 83.9%+10.3pp | 81.9%+12.2pp | 80.3%+13.8pp |
| Annual return | 12.38% | 79.19%-66.8pp | 68.23%-55.9pp | 372.94%-360.6pp |
| Employer contribution / active EE | $5,612 | $5,243+7.0% | $4,856+15.6% | $4,751+18.1% |
| Participant deferral / active EE | $10,056 | $8,100+24.2% | $7,758+29.6% | $6,710+49.9% |
| Admin fee / account holder | $69,907 | $12,400+463.8% | $10,762+549.6% | $11,403+513.1% |