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 | $368,913 | $114,381+222.5% | $107,525+243.1% | $142,382+159.1% |
| Participation rate | 95.0% | 78.1%+16.9pp | 75.1%+19.9pp | 80.1%+14.9pp |
| Annual return | 18.49% | 242.71%-224.2pp | 181.32%-162.8pp | 217.08%-198.6pp |
| Employer contribution / active EE | $27,380 | $4,015+582.0% | $3,754+629.4% | $4,299+536.9% |
| Participant deferral / active EE | $5,385 | $5,564-3.2% | $5,116+5.3% | $6,507-17.2% |
| Admin fee / account holder | $20,909 | $9,860+112.1% | $8,919+134.4% | $12,624+65.6% |