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 | $456,265 | $107,334+325.1% | $92,893+391.2% | $152,861+198.5% |
| Participation rate | 91.3% | 79.8%+11.5pp | 76.0%+15.3pp | 82.4%+8.9pp |
| Annual return | 24.83% | 145.58%-120.8pp | 109.41%-84.6pp | 345.32%-320.5pp |
| Employer contribution / active EE | $6,385 | $4,221+51.3% | $3,653+74.8% | $4,762+34.1% |
| Participant deferral / active EE | $10,139 | $4,845+109.3% | $4,236+139.4% | $5,850+73.3% |
| Admin fee / account holder | $10,656 | $7,079+50.5% | $5,794+83.9% | $11,596-8.1% |