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 | $748,505 | $114,381+554.4% | $107,525+596.1% | $142,382+425.7% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 16.54% | 242.71%-226.2pp | 181.32%-164.8pp | 217.08%-200.5pp |
| Employer contribution / active EE | $10,874 | $4,015+170.9% | $3,754+189.7% | $4,299+152.9% |
| Participant deferral / active EE | $19,037 | $5,564+242.1% | $5,116+272.1% | $6,507+192.6% |
| Admin fee / account holder | $44,859 | $9,860+355.0% | $8,919+403.0% | $12,624+255.4% |