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 | $349,128 | $80,968+331.2% | $96,544+261.6% | $75,163+364.5% |
| Participation rate | 83.7% | 71.8%+11.9pp | 76.0%+7.7pp | 67.2%+16.5pp |
| Annual return | 19.09% | 27.06%-8.0pp | 25.84%-6.8pp | 160.62%-141.5pp |
| Employer contribution / active EE | $4,213 | $2,282+84.6% | $2,965+42.1% | $2,670+57.8% |
| Participant deferral / active EE | $5,563 | $3,928+41.6% | $4,851+14.7% | $4,125+34.8% |
| Admin fee / account holder | $54,003 | $6,724+703.1% | $8,252+554.4% | $5,651+855.7% |