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 | $444,408 | $107,334+314.0% | $92,893+378.4% | $152,861+190.7% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.4%+7.6pp |
| Annual return | 20.55% | 145.58%-125.0pp | 109.41%-88.9pp | 345.32%-324.8pp |
| Employer contribution / active EE | $4,426 | $4,221+4.9% | $3,653+21.2% | $4,762-7.1% |
| Participant deferral / active EE | $9,012 | $4,845+86.0% | $4,236+112.7% | $5,850+54.0% |
| Admin fee / account holder | $6,112 | $7,079-13.7% | $5,794+5.5% | $11,596-47.3% |