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 | $561,347 | $165,335+239.5% | $149,696+275.0% | $158,922+253.2% |
| Participation rate | 89.5% | 84.6%+4.9pp | 82.5%+7.0pp | 82.0%+7.5pp |
| Annual return | 15.83% | 348.15%-332.3pp | 276.60%-260.8pp | 302.83%-287.0pp |
| Employer contribution / active EE | $22,776 | $5,103+346.3% | $4,644+390.4% | $4,761+378.4% |
| Participant deferral / active EE | $20,064 | $7,181+179.4% | $6,842+193.3% | $5,982+235.4% |
| Admin fee / account holder | $59,425 | $10,807+449.9% | $9,309+538.4% | $11,246+428.4% |