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 | $586,751 | $238,490+146.0% | $180,183+225.6% | $142,382+312.1% |
| Participation rate | 91.7% | 82.3%+9.4pp | 77.4%+14.2pp | 80.1%+11.5pp |
| Annual return | 15.76% | 33.56%-17.8pp | 27.86%-12.1pp | 217.08%-201.3pp |
| Employer contribution / active EE | $11,807 | $6,143+92.2% | $5,039+134.3% | $4,299+174.6% |
| Participant deferral / active EE | $18,414 | $7,996+130.3% | $6,822+169.9% | $6,507+183.0% |
| Admin fee / account holder | $72,750 | $28,866+152.0% | $19,975+264.2% | $12,624+476.3% |