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 | $332,965 | $86,286+285.9% | $111,297+199.2% | $85,850+287.8% |
| Participation rate | 96.3% | 73.3%+23.0pp | 77.3%+19.0pp | 69.3%+27.0pp |
| Annual return | 13.42% | 19.99%-6.6pp | 54.65%-41.2pp | 318.53%-305.1pp |
| Employer contribution / active EE | $3,163 | $2,043+54.8% | $2,731+15.8% | $2,565+23.3% |
| Participant deferral / active EE | $6,745 | $3,641+85.3% | $4,487+50.3% | $3,952+70.7% |
| Admin fee / account holder | $11,626 | $8,188+42.0% | $7,964+46.0% | $6,260+85.7% |