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 | $472,659 | $93,571+405.1% | $135,903+247.8% | $75,163+528.8% |
| Participation rate | 86.5% | 75.2%+11.3pp | 81.9%+4.6pp | 67.2%+19.3pp |
| Annual return | 17.91% | 30.90%-13.0pp | 68.23%-50.3pp | 160.62%-142.7pp |
| Employer contribution / active EE | $8,924 | $3,537+152.3% | $4,856+83.8% | $2,670+234.2% |
| Participant deferral / active EE | $8,764 | $6,404+36.8% | $7,758+13.0% | $4,125+112.4% |
| Admin fee / account holder | $81,608 | $6,975+1069.9% | $10,762+658.3% | $5,651+1344.2% |