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 | $316,914 | $162,781+94.7% | $133,956+136.6% | $158,922+99.4% |
| Participation rate | 95.0% | 83.2%+11.8pp | 79.8%+15.2pp | 82.0%+13.0pp |
| Annual return | 13.62% | 41.94%-28.3pp | 45.09%-31.5pp | 302.83%-289.2pp |
| Employer contribution / active EE | $6,779 | $4,975+36.2% | $3,919+73.0% | $4,761+42.4% |
| Participant deferral / active EE | $12,511 | $5,911+111.7% | $5,048+147.9% | $5,982+109.1% |
| Admin fee / account holder | $8,501 | $11,736-27.6% | $8,927-4.8% | $11,246-24.4% |