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 | $381,639 | $74,888+409.6% | $71,209+435.9% | $142,382+168.0% |
| Participation rate | 86.7% | 76.2%+10.4pp | 73.8%+12.9pp | 80.1%+6.5pp |
| Annual return | 17.00% | 345.14%-328.1pp | 282.51%-265.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $15,478 | $2,854+442.3% | $2,721+468.8% | $4,299+260.0% |
| Participant deferral / active EE | $5,441 | $4,454+22.2% | $4,175+30.3% | $6,507-16.4% |
| Admin fee / account holder | $12,447 | $5,568+123.5% | $5,349+132.7% | $12,624-1.4% |