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 | $411,445 | $114,381+259.7% | $107,525+282.7% | $142,382+189.0% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 15.13% | 242.71%-227.6pp | 181.32%-166.2pp | 217.08%-201.9pp |
| Employer contribution / active EE | $4,223 | $4,015+5.2% | $3,754+12.5% | $4,299-1.8% |
| Participant deferral / active EE | $10,478 | $5,564+88.3% | $5,116+104.8% | $6,507+61.0% |
| Admin fee / account holder | $7,366 | $9,860-25.3% | $8,919-17.4% | $12,624-41.6% |