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 | $316,452 | $112,096+182.3% | $95,952+229.8% | $158,922+99.1% |
| Participation rate | 95.2% | 79.0%+16.3pp | 77.1%+18.2pp | 82.0%+13.3pp |
| Annual return | 8.11% | 171.09%-163.0pp | 91.61%-83.5pp | 302.83%-294.7pp |
| Employer contribution / active EE | $3,965 | $3,198+24.0% | $2,541+56.1% | $4,761-16.7% |
| Participant deferral / active EE | $8,320 | $4,784+73.9% | $4,167+99.7% | $5,982+39.1% |
| Admin fee / account holder | $28,016 | $10,130+176.6% | $6,795+312.3% | $11,246+149.1% |