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 | $410,407 | $209,832+95.6% | $189,513+116.6% | $167,490+145.0% |
| Participation rate | 94.1% | 88.7%+5.5pp | 87.8%+6.3pp | 82.1%+12.0pp |
| Annual return | 18.21% | 748.27%-730.1pp | 555.15%-536.9pp | 478.56%-460.3pp |
| Employer contribution / active EE | $28,296 | $6,914+309.3% | $6,162+359.2% | $4,837+484.9% |
| Participant deferral / active EE | $18,318 | $8,935+105.0% | $8,221+122.8% | $6,341+188.9% |
| Admin fee / account holder | $11,644 | $14,293-18.5% | $12,045-3.3% | $12,309-5.4% |