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 | $764,133 | $124,319+514.7% | $111,297+586.6% | $167,490+356.2% |
| Participation rate | 83.3% | 79.6%+3.7pp | 77.3%+6.0pp | 82.1%+1.2pp |
| Annual return | 20.58% | 37.44%-16.9pp | 54.65%-34.1pp | 478.56%-458.0pp |
| Employer contribution / active EE | $3,541 | $3,435+3.1% | $2,731+29.6% | $4,837-26.8% |
| Participant deferral / active EE | $13,904 | $5,180+168.4% | $4,487+209.9% | $6,341+119.3% |
| Admin fee / account holder | $43,287 | $10,618+307.7% | $7,964+443.5% | $12,309+251.7% |