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 | $307,573 | $112,096+174.4% | $95,952+220.5% | $158,922+93.5% |
| Participation rate | 95.2% | 79.0%+16.3pp | 77.1%+18.2pp | 82.0%+13.3pp |
| Annual return | 13.24% | 171.09%-157.9pp | 91.61%-78.4pp | 302.83%-289.6pp |
| Employer contribution / active EE | $5,092 | $3,198+59.2% | $2,541+100.4% | $4,761+6.9% |
| Participant deferral / active EE | $8,310 | $4,784+73.7% | $4,167+99.4% | $5,982+38.9% |
| Admin fee / account holder | $9,297 | $10,130-8.2% | $6,795+36.8% | $11,246-17.3% |