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 | $652,533 | $107,934+504.6% | $91,989+609.4% | $152,861+326.9% |
| Participation rate | 85.0% | 81.2%+3.8pp | 78.6%+6.4pp | 82.4%+2.6pp |
| Annual return | 28.49% | 89.24%-60.8pp | 69.02%-40.5pp | 345.32%-316.8pp |
| Employer contribution / active EE | $2,220 | $4,210-47.3% | $3,452-35.7% | $4,762-53.4% |
| Participant deferral / active EE | $8,389 | $6,364+31.8% | $5,923+41.6% | $5,850+43.4% |
| Admin fee / account holder | $12,954 | $10,520+23.1% | $7,743+67.3% | $11,596+11.7% |