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 | $535,781 | $154,117+247.6% | $129,995+312.2% | $139,434+284.3% |
| Participation rate | 92.3% | 82.0%+10.4pp | 78.5%+13.8pp | 80.3%+12.0pp |
| Annual return | 18.05% | 32.48%-14.4pp | -137.18%+155.2pp | 372.94%-354.9pp |
| Employer contribution / active EE | $9,132 | $5,289+72.7% | $4,320+111.4% | $4,751+92.2% |
| Participant deferral / active EE | $9,479 | $6,710+41.3% | $5,820+62.9% | $6,710+41.3% |
| Admin fee / account holder | $9,157 | $14,007-34.6% | $10,614-13.7% | $11,403-19.7% |