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 | $568,286 | $126,574+349.0% | $106,213+435.0% | $145,922+289.4% |
| Participation rate | 88.9% | 77.6%+11.3pp | 75.3%+13.6pp | 80.3%+8.6pp |
| Annual return | 13.37% | 224.79%-211.4pp | 116.14%-102.8pp | 561.29%-547.9pp |
| Employer contribution / active EE | $8,517 | $3,730+128.3% | $3,171+168.6% | $4,660+82.8% |
| Participant deferral / active EE | $10,656 | $5,724+86.2% | $5,016+112.4% | $6,688+59.3% |
| Admin fee / account holder | $19,633 | $17,304+13.5% | $11,033+77.9% | $13,397+46.6% |