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 | $387,100 | $114,381+238.4% | $107,525+260.0% | $142,382+171.9% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 13.04% | 242.71%-229.7pp | 181.32%-168.3pp | 217.08%-204.0pp |
| Employer contribution / active EE | $5,783 | $4,015+44.0% | $3,754+54.1% | $4,299+34.5% |
| Participant deferral / active EE | $13,408 | $5,564+141.0% | $5,116+162.1% | $6,507+106.1% |
| Admin fee / account holder | $25,010 | $9,860+153.6% | $8,919+180.4% | $12,624+98.1% |