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 | $468,224 | $103,376+352.9% | $87,100+437.6% | $152,861+206.3% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.9%+10.6pp | 82.4%+5.1pp |
| Annual return | 23.29% | 28.10%-4.8pp | 28.19%-4.9pp | 345.32%-322.0pp |
| Employer contribution / active EE | $3,522 | $3,220+9.4% | $2,521+39.7% | $4,762-26.0% |
| Participant deferral / active EE | $8,614 | $4,778+80.3% | $4,049+112.8% | $5,850+47.2% |
| Admin fee / account holder | $4,976 | $12,205-59.2% | $7,497-33.6% | $11,596-57.1% |