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 | $337,990 | $133,922+152.4% | $116,228+190.8% | $142,382+137.4% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.6%+12.9pp | 80.1%+7.4pp |
| Annual return | 10.03% | 147.76%-137.7pp | 90.06%-80.0pp | 217.08%-207.0pp |
| Employer contribution / active EE | $1,322 | $3,446-61.6% | $2,994-55.9% | $4,299-69.3% |
| Participant deferral / active EE | $3,898 | $5,672-31.3% | $4,953-21.3% | $6,507-40.1% |
| Admin fee / account holder | $4,157 | $14,945-72.2% | $11,989-65.3% | $12,624-67.1% |