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 | $287,215 | $152,587+88.2% | $125,175+129.5% | $152,861+87.9% |
| Participation rate | 93.3% | 83.3%+10.0pp | 79.8%+13.6pp | 82.4%+10.9pp |
| Annual return | 43.84% | 54.84%-11.0pp | 43.79%+0.1pp | 345.32%-301.5pp |
| Employer contribution / active EE | $10,222 | $4,946+106.7% | $3,865+164.4% | $4,762+114.6% |
| Participant deferral / active EE | $7,983 | $5,868+36.1% | $4,937+61.7% | $5,850+36.5% |
| Admin fee / account holder | $4,819 | $13,434-64.1% | $9,702-50.3% | $11,596-58.4% |