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 | $495,651 | $93,571+429.7% | $135,903+264.7% | $75,163+559.4% |
| Participation rate | 92.3% | 75.2%+17.1pp | 81.9%+10.4pp | 67.2%+25.1pp |
| Annual return | 28.47% | 30.90%-2.4pp | 68.23%-39.8pp | 160.62%-132.1pp |
| Employer contribution / active EE | $8,939 | $3,537+152.8% | $4,856+84.1% | $2,670+234.8% |
| Participant deferral / active EE | $11,288 | $6,404+76.3% | $7,758+45.5% | $4,125+173.6% |
| Admin fee / account holder | $68,027 | $6,975+875.2% | $10,762+532.1% | $5,651+1103.8% |