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 | $317,200 | $148,534+113.6% | $135,903+133.4% | $139,434+127.5% |
| Participation rate | 94.1% | 83.9%+10.3pp | 81.9%+12.2pp | 80.3%+13.8pp |
| Annual return | 19.07% | 79.19%-60.1pp | 68.23%-49.2pp | 372.94%-353.9pp |
| Employer contribution / active EE | $3,857 | $5,243-26.4% | $4,856-20.6% | $4,751-18.8% |
| Participant deferral / active EE | $13,159 | $8,100+62.4% | $7,758+69.6% | $6,710+96.1% |
| Admin fee / account holder | $3,107 | $12,400-74.9% | $10,762-71.1% | $11,403-72.8% |