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 | $304,810 | $105,181+189.8% | $159,436+91.2% | $85,850+255.1% |
| Participation rate | 95.0% | 75.8%+19.2pp | 82.8%+12.2pp | 69.3%+25.7pp |
| Annual return | 16.98% | 45.07%-28.1pp | 263.57%-246.6pp | 318.53%-301.6pp |
| Employer contribution / active EE | $7,372 | $3,318+122.2% | $4,829+52.6% | $2,565+187.4% |
| Participant deferral / active EE | $8,420 | $5,945+41.6% | $7,352+14.5% | $3,952+113.1% |
| Admin fee / account holder | $5,750 | $6,933-17.1% | $10,799-46.8% | $6,260-8.2% |