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 | $533,898 | $106,515+401.2% | $96,683+452.2% | $139,434+282.9% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.3%+17.3pp | 80.3%+11.3pp |
| Annual return | 15.91% | 38.43%-22.5pp | 35.69%-19.8pp | 372.94%-357.0pp |
| Employer contribution / active EE | $15,299 | $4,103+272.9% | $3,737+309.4% | $4,751+222.0% |
| Participant deferral / active EE | $8,850 | $5,454+62.3% | $4,878+81.4% | $6,710+31.9% |
| Admin fee / account holder | $8,713 | $7,877+10.6% | $6,730+29.5% | $11,403-23.6% |