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 | $501,797 | $115,770+333.4% | $101,248+395.6% | $158,922+215.8% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 14.01% | 56.14%-42.1pp | 46.47%-32.5pp | 302.83%-288.8pp |
| Employer contribution / active EE | $4,561 | $4,175+9.3% | $3,660+24.6% | $4,761-4.2% |
| Participant deferral / active EE | $15,258 | $4,957+207.8% | $4,370+249.1% | $5,982+155.1% |
| Admin fee / account holder | $11,113 | $7,245+53.4% | $5,945+86.9% | $11,246-1.2% |