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 | $273,928 | $125,758+117.8% | $169,993+61.1% | $75,163+264.4% |
| Participation rate | 91.4% | 83.6%+7.8pp | 87.0%+4.4pp | 67.2%+24.2pp |
| Annual return | 20.39% | 27.20%-6.8pp | 53.37%-33.0pp | 160.62%-140.2pp |
| Employer contribution / active EE | $7,698 | $4,615+66.8% | $6,785+13.5% | $2,670+188.4% |
| Participant deferral / active EE | $14,851 | $6,837+117.2% | $10,408+42.7% | $4,125+260.0% |
| Admin fee / account holder | $734 | $8,173-91.0% | $12,815-94.3% | $5,651-87.0% |