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 | $707,390 | $203,436+247.7% | $152,466+364.0% | $167,490+322.3% |
| Participation rate | 88.9% | 82.3%+6.6pp | 78.2%+10.7pp | 82.1%+6.8pp |
| Annual return | 15.92% | 13.80%+2.1pp | 757.33%-741.4pp | 478.56%-462.6pp |
| Employer contribution / active EE | $6,519 | $5,220+24.9% | $4,327+50.7% | $4,837+34.8% |
| Participant deferral / active EE | $5,759 | $6,716-14.3% | $5,820-1.1% | $6,341-9.2% |
| Admin fee / account holder | $13,910 | $22,506-38.2% | $15,805-12.0% | $12,309+13.0% |