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 | $521,562 | $165,335+215.5% | $149,696+248.4% | $158,922+228.2% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 21.04% | 348.15%-327.1pp | 276.60%-255.6pp | 302.83%-281.8pp |
| Employer contribution / active EE | $12,023 | $5,103+135.6% | $4,644+158.9% | $4,761+152.5% |
| Participant deferral / active EE | $11,524 | $7,181+60.5% | $6,842+68.4% | $5,982+92.6% |
| Admin fee / account holder | $17,985 | $10,807+66.4% | $9,309+93.2% | $11,246+59.9% |