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 | $624,438 | $157,256+297.1% | $141,162+342.4% | $152,861+308.5% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 27.96% | 64.32%-36.4pp | 71.39%-43.4pp | 345.32%-317.4pp |
| Employer contribution / active EE | $3,750 | $5,261-28.7% | $4,735-20.8% | $4,762-21.3% |
| Participant deferral / active EE | $6,178 | $7,109-13.1% | $6,709-7.9% | $5,850+5.6% |
| Admin fee / account holder | $4,226 | $12,120-65.1% | $10,261-58.8% | $11,596-63.6% |