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 | $498,738 | $105,181+374.2% | $159,436+212.8% | $85,850+480.9% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.8%+9.5pp | 69.3%+23.0pp |
| Annual return | 14.90% | 45.07%-30.2pp | 263.57%-248.7pp | 318.53%-303.6pp |
| Employer contribution / active EE | $6,630 | $3,318+99.8% | $4,829+37.3% | $2,565+158.5% |
| Participant deferral / active EE | $16,392 | $5,945+175.7% | $7,352+123.0% | $3,952+314.8% |
| Admin fee / account holder | $10,854 | $6,933+56.5% | $10,799+0.5% | $6,260+73.4% |