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 | $324,872 | $149,679+117.0% | $117,039+177.6% | $147,584+120.1% |
| Participation rate | 92.9% | 83.5%+9.4pp | 77.2%+15.7pp | 82.8%+10.0pp |
| Annual return | 18.44% | 19.31%-0.9pp | 18.95%-0.5pp | 578.55%-560.1pp |
| Employer contribution / active EE | $9,178 | $4,937+85.9% | $3,785+142.5% | $4,876+88.2% |
| Participant deferral / active EE | $8,712 | $4,912+77.4% | $3,929+121.7% | $5,439+60.2% |
| Admin fee / account holder | $20,941 | $7,856+166.5% | $5,974+250.5% | $10,885+92.4% |