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 | $344,407 | $95,416+261.0% | $185,823+85.3% | $85,850+301.2% |
| Participation rate | 90.7% | 68.8%+22.0pp | 81.7%+9.0pp | 69.3%+21.4pp |
| Annual return | 16.42% | 23.59%-7.2pp | 122.05%-105.6pp | 318.53%-302.1pp |
| Employer contribution / active EE | $7,363 | $3,314+122.2% | $5,167+42.5% | $2,565+187.0% |
| Participant deferral / active EE | $5,445 | $3,423+59.0% | $5,568-2.2% | $3,952+37.8% |
| Admin fee / account holder | $9,593 | $7,213+33.0% | $16,237-40.9% | $6,260+53.2% |