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 | $395,705 | $175,202+125.9% | $149,673+164.4% | $139,434+183.8% |
| Participation rate | 92.9% | 83.4%+9.5pp | 78.8%+14.1pp | 80.3%+12.5pp |
| Annual return | 20.24% | 166.71%-146.5pp | 134.42%-114.2pp | 372.94%-352.7pp |
| Employer contribution / active EE | $8,400 | $5,474+53.4% | $4,818+74.3% | $4,751+76.8% |
| Participant deferral / active EE | $8,747 | $6,519+34.2% | $5,680+54.0% | $6,710+30.4% |
| Admin fee / account holder | $1,916 | $16,150-88.1% | $13,210-85.5% | $11,403-83.2% |