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 | $455,330 | $124,319+266.3% | $111,297+309.1% | $167,490+171.9% |
| Participation rate | 92.3% | 79.6%+12.7pp | 77.3%+15.0pp | 82.1%+10.2pp |
| Annual return | 19.14% | 37.44%-18.3pp | 54.65%-35.5pp | 478.56%-459.4pp |
| Employer contribution / active EE | $6,152 | $3,435+79.1% | $2,731+125.3% | $4,837+27.2% |
| Participant deferral / active EE | $17,360 | $5,180+235.1% | $4,487+286.9% | $6,341+173.8% |
| Admin fee / account holder | $36,816 | $10,618+246.7% | $7,964+362.3% | $12,309+199.1% |