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 | $700,295 | $176,056+297.8% | $159,436+339.2% | $167,490+318.1% |
| Participation rate | 86.4% | 84.9%+1.4pp | 82.8%+3.5pp | 82.1%+4.3pp |
| Annual return | 13.40% | 331.75%-318.3pp | 263.57%-250.2pp | 478.56%-465.2pp |
| Employer contribution / active EE | $4,530 | $5,297-14.5% | $4,829-6.2% | $4,837-6.4% |
| Participant deferral / active EE | $5,801 | $7,750-25.2% | $7,352-21.1% | $6,341-8.5% |
| Admin fee / account holder | $13,744 | $12,554+9.5% | $10,799+27.3% | $12,309+11.7% |