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 | $456,035 | $107,334+324.9% | $92,893+390.9% | $152,861+198.3% |
| Participation rate | 92.3% | 79.8%+12.5pp | 76.0%+16.3pp | 82.4%+9.9pp |
| Annual return | 19.37% | 145.58%-126.2pp | 109.41%-90.0pp | 345.32%-325.9pp |
| Employer contribution / active EE | $1,318 | $4,221-68.8% | $3,653-63.9% | $4,762-72.3% |
| Participant deferral / active EE | $3,268 | $4,845-32.6% | $4,236-22.9% | $5,850-44.1% |
| Admin fee / account holder | $8,529 | $7,079+20.5% | $5,794+47.2% | $11,596-26.4% |