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 | $331,223 | $175,202+89.1% | $149,673+121.3% | $139,434+137.5% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 23.14% | 166.71%-143.6pp | 134.42%-111.3pp | 372.94%-349.8pp |
| Employer contribution / active EE | $11,460 | $5,474+109.3% | $4,818+137.9% | $4,751+141.2% |
| Participant deferral / active EE | $9,554 | $6,519+46.6% | $5,680+68.2% | $6,710+42.4% |
| Admin fee / account holder | $5,318 | $16,150-67.1% | $13,210-59.7% | $11,403-53.4% |