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 | $389,360 | $99,985+289.4% | $146,665+165.5% | $85,850+353.5% |
| Participation rate | 92.3% | 73.1%+19.3pp | 80.1%+12.2pp | 69.3%+23.0pp |
| Annual return | 20.12% | 18.93%+1.2pp | 22.74%-2.6pp | 318.53%-298.4pp |
| Employer contribution / active EE | $8,170 | $2,559+219.3% | $4,136+97.5% | $2,565+218.5% |
| Participant deferral / active EE | $5,850 | $4,006+46.0% | $5,506+6.3% | $3,952+48.0% |
| Admin fee / account holder | $15,448 | $7,702+100.6% | $10,280+50.3% | $6,260+146.8% |