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 | $291,026 | $176,056+65.3% | $159,436+82.5% | $167,490+73.8% |
| Participation rate | 81.3% | 84.9%-3.7pp | 82.8%-1.6pp | 82.1%-0.9pp |
| Annual return | 15.54% | 331.75%-316.2pp | 263.57%-248.0pp | 478.56%-463.0pp |
| Employer contribution / active EE | $10,049 | $5,297+89.7% | $4,829+108.1% | $4,837+107.7% |
| Participant deferral / active EE | $15,041 | $7,750+94.1% | $7,352+104.6% | $6,341+137.2% |
| Admin fee / account holder | $15,937 | $12,554+27.0% | $10,799+47.6% | $12,309+29.5% |