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 | $316,419 | $78,422+303.5% | $95,952+229.8% | $79,858+296.2% |
| Participation rate | 82.9% | 73.5%+9.4pp | 77.1%+5.9pp | 69.6%+13.3pp |
| Annual return | 28.72% | 19.37%+9.3pp | 91.61%-62.9pp | 31.71%-3.0pp |
| Employer contribution / active EE | $4,762 | $1,945+144.8% | $2,541+87.4% | $2,471+92.7% |
| Participant deferral / active EE | $11,905 | $3,440+246.1% | $4,167+185.7% | $3,740+218.3% |
| Admin fee / account holder | $3,369 | $5,622-40.1% | $6,795-50.4% | $5,306-36.5% |