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 | $364,929 | $112,881+223.3% | $90,951+301.2% | $158,922+129.6% |
| Participation rate | 88.2% | 74.7%+13.5pp | 69.0%+19.2pp | 82.0%+6.3pp |
| Annual return | 13.04% | 215.79%-202.8pp | 134.60%-121.6pp | 302.83%-289.8pp |
| Employer contribution / active EE | $3,948 | $2,893+36.5% | $2,122+86.1% | $4,761-17.1% |
| Participant deferral / active EE | $12,498 | $4,128+202.8% | $3,373+270.5% | $5,982+108.9% |
| Admin fee / account holder | $1,427 | $8,041-82.3% | $5,959-76.0% | $11,246-87.3% |