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 | $416,412 | $132,634+214.0% | $115,768+259.7% | $137,256+203.4% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.4%+8.9pp | 80.0%+3.4pp |
| Annual return | 15.72% | 160.70%-145.0pp | 100.46%-84.7pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,430 | $3,360-57.4% | $2,940-51.4% | $4,156-65.6% |
| Participant deferral / active EE | $7,454 | $5,619+32.7% | $4,917+51.6% | $6,407+16.3% |
| Admin fee / account holder | $18,962 | $15,028+26.2% | $12,439+52.4% | $12,270+54.5% |