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 | $511,807 | $97,125+427.0% | $86,233+493.5% | $137,256+272.9% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.0%+18.5pp | 80.0%+7.5pp |
| Annual return | 13.87% | 74.19%-60.3pp | 61.39%-47.5pp | 220.34%-206.5pp |
| Employer contribution / active EE | $3,119 | $2,841+9.8% | $2,504+24.6% | $4,156-24.9% |
| Participant deferral / active EE | $7,804 | $5,180+50.7% | $4,559+71.2% | $6,407+21.8% |
| Admin fee / account holder | $28,258 | $9,725+190.6% | $8,342+238.7% | $12,270+130.3% |