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 | $424,995 | $177,572+139.3% | $154,803+174.5% | $142,382+198.5% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.1%+15.3pp | 80.1%+13.2pp |
| Annual return | 17.16% | 65.07%-47.9pp | 58.88%-41.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $6,931 | $4,810+44.1% | $4,305+61.0% | $4,299+61.2% |
| Participant deferral / active EE | $5,483 | $6,272-12.6% | $5,540-1.0% | $6,507-15.7% |
| Admin fee / account holder | $18,256 | $16,786+8.8% | $14,329+27.4% | $12,624+44.6% |