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 | $419,239 | $114,381+266.5% | $107,525+289.9% | $142,382+194.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.12% | 242.71%-227.6pp | 181.32%-166.2pp | 217.08%-202.0pp |
| Employer contribution / active EE | $4,422 | $4,015+10.1% | $3,754+17.8% | $4,299+2.9% |
| Participant deferral / active EE | $3,789 | $5,564-31.9% | $5,116-25.9% | $6,507-41.8% |
| Admin fee / account holder | $21,405 | $9,860+117.1% | $8,919+140.0% | $12,624+69.6% |