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 | $389,679 | $124,319+213.5% | $111,297+250.1% | $167,490+132.7% |
| Participation rate | 85.7% | 79.6%+6.1pp | 77.3%+8.4pp | 82.1%+3.6pp |
| Annual return | 13.52% | 37.44%-23.9pp | 54.65%-41.1pp | 478.56%-465.0pp |
| Employer contribution / active EE | $12,292 | $3,435+257.8% | $2,731+350.1% | $4,837+154.1% |
| Participant deferral / active EE | $5,553 | $5,180+7.2% | $4,487+23.7% | $6,341-12.4% |
| Admin fee / account holder | $12,873 | $10,618+21.2% | $7,964+61.6% | $12,309+4.6% |