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 | $406,160 | $202,432+100.6% | $169,368+139.8% | $139,434+191.3% |
| Participation rate | 94.4% | 81.1%+13.4pp | 77.1%+17.3pp | 80.3%+14.1pp |
| Annual return | 11.82% | 531.74%-519.9pp | 405.60%-393.8pp | 372.94%-361.1pp |
| Employer contribution / active EE | $2,345 | $4,692-50.0% | $4,013-41.6% | $4,751-50.6% |
| Participant deferral / active EE | $17,672 | $6,938+154.7% | $6,221+184.1% | $6,710+163.4% |
| Admin fee / account holder | $2,086 | $10,708-80.5% | $9,003-76.8% | $11,403-81.7% |