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 | $411,781 | $197,591+108.4% | $177,821+131.6% | $158,922+159.1% |
| Participation rate | 94.1% | 88.5%+5.6pp | 87.7%+6.4pp | 82.0%+12.2pp |
| Annual return | 13.24% | 58.76%-45.5pp | 48.32%-35.1pp | 302.83%-289.6pp |
| Employer contribution / active EE | $5,766 | $6,697-13.9% | $5,918-2.6% | $4,761+21.1% |
| Participant deferral / active EE | $15,318 | $8,405+82.3% | $7,714+98.6% | $5,982+156.1% |
| Admin fee / account holder | $74,088 | $15,399+381.1% | $12,427+496.2% | $11,246+558.8% |