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 | $691,228 | $98,750+600.0% | $149,696+361.8% | $79,858+765.6% |
| Participation rate | 78.4% | 75.8%+2.7pp | 82.5%-4.0pp | 69.6%+8.8pp |
| Annual return | 21.39% | 27.43%-6.0pp | 276.60%-255.2pp | 31.71%-10.3pp |
| Employer contribution / active EE | $8,449 | $3,216+162.7% | $4,644+81.9% | $2,471+242.0% |
| Participant deferral / active EE | $6,908 | $5,680+21.6% | $6,842+1.0% | $3,740+84.7% |
| Admin fee / account holder | $52,103 | $6,053+760.8% | $9,309+459.7% | $5,306+881.9% |