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 | $433,101 | $157,256+175.4% | $141,162+206.8% | $152,861+183.3% |
| Participation rate | 88.2% | 84.8%+3.4pp | 82.5%+5.8pp | 82.4%+5.8pp |
| Annual return | 18.99% | 64.32%-45.3pp | 71.39%-52.4pp | 345.32%-326.3pp |
| Employer contribution / active EE | $1,274 | $5,261-75.8% | $4,735-73.1% | $4,762-73.2% |
| Participant deferral / active EE | $4,412 | $7,109-37.9% | $6,709-34.2% | $5,850-24.6% |
| Admin fee / account holder | $16,193 | $12,120+33.6% | $10,261+57.8% | $11,596+39.6% |