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 | $367,520 | $137,414+167.5% | $189,513+93.9% | $85,850+328.1% |
| Participation rate | 87.1% | 84.6%+2.5pp | 87.8%-0.7pp | 69.3%+17.8pp |
| Annual return | 18.95% | 38.14%-19.2pp | 555.15%-536.2pp | 318.53%-299.6pp |
| Employer contribution / active EE | $6,376 | $4,344+46.8% | $6,162+3.5% | $2,565+148.6% |
| Participant deferral / active EE | $7,128 | $6,260+13.9% | $8,221-13.3% | $3,952+80.4% |
| Admin fee / account holder | $15,253 | $8,630+76.7% | $12,045+26.6% | $6,260+143.7% |