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 | $490,119 | $95,416+413.7% | $185,823+163.8% | $85,850+470.9% |
| Participation rate | 87.3% | 68.8%+18.5pp | 81.7%+5.6pp | 69.3%+18.0pp |
| Annual return | 17.28% | 23.59%-6.3pp | 122.05%-104.8pp | 318.53%-301.3pp |
| Employer contribution / active EE | $17,456 | $3,314+426.8% | $5,167+237.8% | $2,565+580.5% |
| Participant deferral / active EE | $13,649 | $3,423+298.7% | $5,568+145.1% | $3,952+245.4% |
| Admin fee / account holder | $14,071 | $7,213+95.1% | $16,237-13.3% | $6,260+124.8% |