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 | $350,006 | $103,376+238.6% | $87,100+301.8% | $152,861+129.0% |
| Participation rate | 76.5% | 79.3%-2.9pp | 76.9%-0.4pp | 82.4%-6.0pp |
| Annual return | 14.82% | 28.10%-13.3pp | 28.19%-13.4pp | 345.32%-330.5pp |
| Employer contribution / active EE | $1,939 | $3,220-39.8% | $2,521-23.1% | $4,762-59.3% |
| Participant deferral / active EE | $9,466 | $4,778+98.1% | $4,049+133.8% | $5,850+61.8% |
| Admin fee / account holder | $5,596 | $12,205-54.1% | $7,497-25.4% | $11,596-51.7% |