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 | $337,220 | $95,266+254.0% | $82,389+309.3% | $142,382+136.8% |
| Participation rate | 82.4% | 74.5%+7.9pp | 69.5%+12.8pp | 80.1%+2.2pp |
| Annual return | 29.87% | 25.74%+4.1pp | 28.67%+1.2pp | 217.08%-187.2pp |
| Employer contribution / active EE | $2,132 | $2,991-28.7% | $2,517-15.3% | $4,299-50.4% |
| Participant deferral / active EE | $10,404 | $4,809+116.3% | $4,155+150.4% | $6,507+59.9% |
| Admin fee / account holder | $63,014 | $8,563+635.8% | $7,231+771.5% | $12,624+399.2% |