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 | $643,072 | $133,922+380.2% | $116,228+453.3% | $142,382+351.7% |
| Participation rate | 85.7% | 77.9%+7.9pp | 74.6%+11.2pp | 80.1%+5.6pp |
| Annual return | 16.73% | 147.76%-131.0pp | 90.06%-73.3pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,394 | $3,446-30.5% | $2,994-20.0% | $4,299-44.3% |
| Participant deferral / active EE | $6,756 | $5,672+19.1% | $4,953+36.4% | $6,507+3.8% |
| Admin fee / account holder | $13,486 | $14,945-9.8% | $11,989+12.5% | $12,624+6.8% |