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 | $472,118 | $93,571+404.6% | $135,903+247.4% | $75,163+528.1% |
| Participation rate | 93.7% | 75.2%+18.5pp | 81.9%+11.7pp | 67.2%+26.5pp |
| Annual return | 15.92% | 30.90%-15.0pp | 68.23%-52.3pp | 160.62%-144.7pp |
| Employer contribution / active EE | $17,806 | $3,537+403.5% | $4,856+266.7% | $2,670+566.9% |
| Participant deferral / active EE | $13,584 | $6,404+112.1% | $7,758+75.1% | $4,125+229.3% |
| Admin fee / account holder | $2,502 | $6,975-64.1% | $10,762-76.8% | $5,651-55.7% |