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 | $372,051 | $214,378+73.5% | $200,582+85.5% | $142,382+161.3% |
| Participation rate | 84.6% | 87.4%-2.8pp | 86.9%-2.3pp | 80.1%+4.5pp |
| Annual return | 12.12% | 46.41%-34.3pp | 42.33%-30.2pp | 217.08%-205.0pp |
| Employer contribution / active EE | $3,396 | $6,841-50.4% | $6,419-47.1% | $4,299-21.0% |
| Participant deferral / active EE | $14,052 | $9,865+42.4% | $9,331+50.6% | $6,507+115.9% |
| Admin fee / account holder | $52,321 | $17,692+195.7% | $16,305+220.9% | $12,624+314.5% |