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 | $567,736 | $228,332+148.6% | $185,823+205.5% | $158,922+257.2% |
| Participation rate | 95.5% | 82.3%+13.2pp | 78.0%+17.4pp | 82.0%+13.5pp |
| Annual return | 17.04% | 40.80%-23.8pp | 35.95%-18.9pp | 302.83%-285.8pp |
| Employer contribution / active EE | $2,003 | $4,967-59.7% | $4,087-51.0% | $4,761-57.9% |
| Participant deferral / active EE | $8,713 | $6,415+35.8% | $5,632+54.7% | $5,982+45.6% |
| Admin fee / account holder | $3,545 | $11,864-70.1% | $9,500-62.7% | $11,246-68.5% |