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 | $304,822 | $177,572+71.7% | $154,803+96.9% | $142,382+114.1% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 14.90% | 65.07%-50.2pp | 58.88%-44.0pp | 217.08%-202.2pp |
| Employer contribution / active EE | $3,851 | $4,810-19.9% | $4,305-10.6% | $4,299-10.4% |
| Participant deferral / active EE | $13,245 | $6,272+111.2% | $5,540+139.1% | $6,507+103.5% |
| Admin fee / account holder | $4,343 | $16,786-74.1% | $14,329-69.7% | $12,624-65.6% |