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 | $404,550 | $86,286+368.8% | $111,297+263.5% | $85,850+371.2% |
| Participation rate | 94.8% | 73.3%+21.5pp | 77.3%+17.5pp | 69.3%+25.5pp |
| Annual return | 14.68% | 19.99%-5.3pp | 54.65%-40.0pp | 318.53%-303.9pp |
| Employer contribution / active EE | $11,803 | $2,043+477.7% | $2,731+332.2% | $2,565+360.1% |
| Participant deferral / active EE | $10,385 | $3,641+185.3% | $4,487+131.4% | $3,952+162.8% |
| Admin fee / account holder | $6,383 | $8,188-22.0% | $7,964-19.9% | $6,260+2.0% |