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 | $312,987 | $124,281+151.8% | $109,143+186.8% | $167,490+86.9% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.9%+11.6pp | 82.1%+5.4pp |
| Annual return | 63.91% | 26.04%+37.9pp | 25.75%+38.2pp | 478.56%-414.6pp |
| Employer contribution / active EE | $2,025 | $4,207-51.9% | $3,722-45.6% | $4,837-58.1% |
| Participant deferral / active EE | $6,519 | $5,255+24.0% | $4,653+40.1% | $6,341+2.8% |
| Admin fee / account holder | $8,152 | $7,970+2.3% | $6,752+20.7% | $12,309-33.8% |