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 | $263,208 | $144,119+82.6% | $117,854+123.3% | $147,584+78.3% |
| Participation rate | 85.0% | 83.4%+1.6pp | 79.7%+5.3pp | 82.8%+2.2pp |
| Annual return | 11.93% | 531.15%-519.2pp | 335.08%-323.1pp | 578.55%-566.6pp |
| Employer contribution / active EE | $9,455 | $4,896+93.1% | $3,786+149.7% | $4,876+93.9% |
| Participant deferral / active EE | $5,568 | $5,316+4.7% | $4,482+24.2% | $5,439+2.4% |
| Admin fee / account holder | $4,699 | $10,886-56.8% | $8,020-41.4% | $10,885-56.8% |