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 | $455,062 | $93,571+386.3% | $135,903+234.8% | $75,163+505.4% |
| Participation rate | 96.7% | 75.2%+21.5pp | 81.9%+14.8pp | 67.2%+29.5pp |
| Annual return | 18.93% | 30.90%-12.0pp | 68.23%-49.3pp | 160.62%-141.7pp |
| Employer contribution / active EE | $16,650 | $3,537+370.8% | $4,856+242.9% | $2,670+523.7% |
| Participant deferral / active EE | $15,752 | $6,404+146.0% | $7,758+103.0% | $4,125+281.8% |
| Admin fee / account holder | $36,824 | $6,975+427.9% | $10,762+242.2% | $5,651+551.7% |