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 | $555,625 | $176,056+215.6% | $159,436+248.5% | $167,490+231.7% |
| Participation rate | 85.0% | 84.9%+0.1pp | 82.8%+2.2pp | 82.1%+2.9pp |
| Annual return | 15.63% | 331.75%-316.1pp | 263.57%-247.9pp | 478.56%-462.9pp |
| Employer contribution / active EE | $12,218 | $5,297+130.7% | $4,829+153.0% | $4,837+152.6% |
| Participant deferral / active EE | $7,209 | $7,750-7.0% | $7,352-2.0% | $6,341+13.7% |
| Admin fee / account holder | $29,486 | $12,554+134.9% | $10,799+173.1% | $12,309+139.5% |