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 | $392,717 | $106,515+268.7% | $96,683+306.2% | $139,434+181.7% |
| Participation rate | 93.8% | 77.8%+15.9pp | 74.3%+19.4pp | 80.3%+13.4pp |
| Annual return | 15.03% | 38.43%-23.4pp | 35.69%-20.7pp | 372.94%-357.9pp |
| Employer contribution / active EE | $16,253 | $4,103+296.1% | $3,737+335.0% | $4,751+242.1% |
| Participant deferral / active EE | $8,640 | $5,454+58.4% | $4,878+77.1% | $6,710+28.8% |
| Admin fee / account holder | $3,641 | $7,877-53.8% | $6,730-45.9% | $11,403-68.1% |