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 | $562,643 | $127,065+342.8% | $113,168+397.2% | $142,382+295.2% |
| Participation rate | 94.4% | 79.2%+15.2pp | 76.6%+17.9pp | 80.1%+14.3pp |
| Annual return | 16.09% | 24.03%-7.9pp | 24.27%-8.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $10,624 | $3,442+208.6% | $2,975+257.1% | $4,299+147.1% |
| Participant deferral / active EE | $12,218 | $5,716+113.7% | $5,107+139.2% | $6,507+87.8% |
| Admin fee / account holder | $26,106 | $15,736+65.9% | $12,068+116.3% | $12,624+106.8% |