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 | $381,448 | $114,381+233.5% | $107,525+254.8% | $142,382+167.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.54% | 242.71%-228.2pp | 181.32%-166.8pp | 217.08%-202.5pp |
| Employer contribution / active EE | $4,961 | $4,015+23.6% | $3,754+32.2% | $4,299+15.4% |
| Participant deferral / active EE | $13,524 | $5,564+143.1% | $5,116+164.4% | $6,507+107.8% |
| Admin fee / account holder | $2,571 | $9,860-73.9% | $8,919-71.2% | $12,624-79.6% |