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 | $508,671 | $106,515+377.6% | $96,683+426.1% | $139,434+264.8% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 15.70% | 38.43%-22.7pp | 35.69%-20.0pp | 372.94%-357.2pp |
| Employer contribution / active EE | $10,566 | $4,103+157.5% | $3,737+182.8% | $4,751+122.4% |
| Participant deferral / active EE | $11,227 | $5,454+105.9% | $4,878+130.1% | $6,710+67.3% |
| Admin fee / account holder | $12,028 | $7,877+52.7% | $6,730+78.7% | $11,403+5.5% |