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 | $347,235 | $98,463+252.7% | $119,258+191.2% | $85,850+304.5% |
| Participation rate | 96.3% | 77.6%+18.7pp | 82.7%+13.6pp | 69.3%+27.0pp |
| Annual return | 12.12% | 38.53%-26.4pp | 30.69%-18.6pp | 318.53%-306.4pp |
| Employer contribution / active EE | $6,184 | $3,698+67.2% | $4,384+41.1% | $2,565+141.1% |
| Participant deferral / active EE | $8,865 | $4,942+79.4% | $6,111+45.1% | $3,952+124.3% |
| Admin fee / account holder | $4,549 | $7,493-39.3% | $7,226-37.0% | $6,260-27.3% |