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 | $473,901 | $111,754+324.1% | $103,333+358.6% | $145,922+224.8% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 15.20% | 24.77%-9.6pp | 24.88%-9.7pp | 561.29%-546.1pp |
| Employer contribution / active EE | $28,966 | $4,212+587.6% | $3,868+648.9% | $4,660+521.6% |
| Participant deferral / active EE | $5,568 | $5,619-0.9% | $5,057+10.1% | $6,688-16.7% |
| Admin fee / account holder | $2,833 | $9,750-70.9% | $8,355-66.1% | $13,397-78.9% |