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 | $436,784 | $114,381+281.9% | $107,525+306.2% | $142,382+206.8% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.1%+18.3pp | 80.1%+13.2pp |
| Annual return | 15.67% | 242.71%-227.0pp | 181.32%-165.6pp | 217.08%-201.4pp |
| Employer contribution / active EE | $14,267 | $4,015+255.4% | $3,754+280.1% | $4,299+231.9% |
| Participant deferral / active EE | $10,700 | $5,564+92.3% | $5,116+109.2% | $6,507+64.4% |
| Admin fee / account holder | $66,494 | $9,860+574.4% | $8,919+645.6% | $12,624+426.7% |