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 | $640,239 | $93,571+584.2% | $135,903+371.1% | $75,163+751.8% |
| Participation rate | 84.4% | 75.2%+9.3pp | 81.9%+2.5pp | 67.2%+17.3pp |
| Annual return | 19.88% | 30.90%-11.0pp | 68.23%-48.4pp | 160.62%-140.7pp |
| Employer contribution / active EE | $10,405 | $3,537+194.2% | $4,856+114.3% | $2,670+289.7% |
| Participant deferral / active EE | $11,027 | $6,404+72.2% | $7,758+42.1% | $4,125+167.3% |
| Admin fee / account holder | $11,298 | $6,975+62.0% | $10,762+5.0% | $5,651+99.9% |