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 | $312,053 | $148,534+110.1% | $135,903+129.6% | $139,434+123.8% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 16.86% | 79.19%-62.3pp | 68.23%-51.4pp | 372.94%-356.1pp |
| Employer contribution / active EE | $8,869 | $5,243+69.2% | $4,856+82.6% | $4,751+86.7% |
| Participant deferral / active EE | $10,871 | $8,100+34.2% | $7,758+40.1% | $6,710+62.0% |
| Admin fee / account holder | $51,326 | $12,400+313.9% | $10,762+376.9% | $11,403+350.1% |