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 | $321,151 | $105,181+205.3% | $159,436+101.4% | $85,850+274.1% |
| Participation rate | 88.6% | 75.8%+12.9pp | 82.8%+5.8pp | 69.3%+19.3pp |
| Annual return | 16.13% | 45.07%-28.9pp | 263.57%-247.4pp | 318.53%-302.4pp |
| Employer contribution / active EE | $3,879 | $3,318+16.9% | $4,829-19.7% | $2,565+51.2% |
| Participant deferral / active EE | $7,650 | $5,945+28.7% | $7,352+4.1% | $3,952+93.6% |
| Admin fee / account holder | $3,133 | $6,933-54.8% | $10,799-71.0% | $6,260-50.0% |