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 | $111,535+247.1% | $105,223+267.9% | $137,256+182.0% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 80.0%+7.5pp |
| Annual return | 13.04% | 237.85%-224.8pp | 180.65%-167.6pp | 220.34%-207.3pp |
| Employer contribution / active EE | $5,783 | $3,939+46.8% | $3,689+56.8% | $4,156+39.1% |
| Participant deferral / active EE | $13,408 | $5,500+143.8% | $5,072+164.4% | $6,407+109.3% |
| Admin fee / account holder | $25,010 | $9,721+157.3% | $8,859+182.3% | $12,270+103.8% |