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 | $312,819 | $176,056+77.7% | $159,436+96.2% | $167,490+86.8% |
| Participation rate | 95.2% | 84.9%+10.3pp | 82.8%+12.4pp | 82.1%+13.1pp |
| Annual return | 13.78% | 331.75%-318.0pp | 263.57%-249.8pp | 478.56%-464.8pp |
| Employer contribution / active EE | $6,335 | $5,297+19.6% | $4,829+31.2% | $4,837+31.0% |
| Participant deferral / active EE | $9,652 | $7,750+24.5% | $7,352+31.3% | $6,341+52.2% |
| Admin fee / account holder | $7,702 | $12,554-38.6% | $10,799-28.7% | $12,309-37.4% |