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 | $536,695 | $99,918+437.1% | $81,382+559.5% | $145,922+267.8% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.5%+10.5pp | 80.3%-0.3pp |
| Annual return | 7.70% | 34.32%-26.6pp | 24.73%-17.0pp | 561.29%-553.6pp |
| Employer contribution / active EE | $9,520 | $2,978+219.7% | $2,463+286.6% | $4,660+104.3% |
| Participant deferral / active EE | $3,961 | $4,605-14.0% | $3,883+2.0% | $6,688-40.8% |
| Admin fee / account holder | $5,251 | $8,212-36.1% | $5,768-9.0% | $13,397-60.8% |