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 | $258,674 | $112,881+129.2% | $90,951+184.4% | $158,922+62.8% |
| Participation rate | 87.5% | 74.7%+12.8pp | 69.0%+18.5pp | 82.0%+5.5pp |
| Annual return | 53.66% | 215.79%-162.1pp | 134.60%-80.9pp | 302.83%-249.2pp |
| Employer contribution / active EE | $5,005 | $2,893+73.0% | $2,122+135.9% | $4,761+5.1% |
| Participant deferral / active EE | $4,429 | $4,128+7.3% | $3,373+31.3% | $5,982-26.0% |
| Admin fee / account holder | $625 | $8,041-92.2% | $5,959-89.5% | $11,246-94.4% |