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 | $529,213 | $93,571+465.6% | $135,903+289.4% | $75,163+604.1% |
| Participation rate | 85.5% | 75.2%+10.3pp | 81.9%+3.6pp | 67.2%+18.3pp |
| Annual return | 18.86% | 30.90%-12.0pp | 68.23%-49.4pp | 160.62%-141.8pp |
| Employer contribution / active EE | $20,349 | $3,537+475.4% | $4,856+319.0% | $2,670+662.2% |
| Participant deferral / active EE | $12,757 | $6,404+99.2% | $7,758+64.4% | $4,125+209.3% |
| Admin fee / account holder | $44,273 | $6,975+534.7% | $10,762+311.4% | $5,651+683.5% |