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 | $493,733 | $165,335+198.6% | $149,696+229.8% | $158,922+210.7% |
| Participation rate | 88.2% | 84.6%+3.7pp | 82.5%+5.8pp | 82.0%+6.3pp |
| Annual return | 19.20% | 348.15%-328.9pp | 276.60%-257.4pp | 302.83%-283.6pp |
| Employer contribution / active EE | $6,767 | $5,103+32.6% | $4,644+45.7% | $4,761+42.1% |
| Participant deferral / active EE | $12,642 | $7,181+76.0% | $6,842+84.8% | $5,982+111.3% |
| Admin fee / account holder | $24,491 | $10,807+126.6% | $9,309+163.1% | $11,246+117.8% |