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 | $369,978 | $144,119+156.7% | $117,854+213.9% | $147,584+150.7% |
| Participation rate | 93.8% | 83.4%+10.3pp | 79.7%+14.1pp | 82.8%+10.9pp |
| Annual return | 14.56% | 531.15%-516.6pp | 335.08%-320.5pp | 578.55%-564.0pp |
| Employer contribution / active EE | $15,938 | $4,896+225.5% | $3,786+321.0% | $4,876+226.8% |
| Participant deferral / active EE | $7,523 | $5,316+41.5% | $4,482+67.9% | $5,439+38.3% |
| Admin fee / account holder | $6,556 | $10,886-39.8% | $8,020-18.2% | $10,885-39.8% |