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 | $333,523 | $137,414+142.7% | $189,513+76.0% | $85,850+288.5% |
| Participation rate | 91.5% | 84.6%+6.9pp | 87.8%+3.7pp | 69.3%+22.2pp |
| Annual return | 16.08% | 38.14%-22.1pp | 555.15%-539.1pp | 318.53%-302.5pp |
| Employer contribution / active EE | $5,933 | $4,344+36.6% | $6,162-3.7% | $2,565+131.3% |
| Participant deferral / active EE | $15,579 | $6,260+148.9% | $8,221+89.5% | $3,952+294.2% |
| Admin fee / account holder | $11,194 | $8,630+29.7% | $12,045-7.1% | $6,260+78.8% |