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 | $454,880 | $176,056+158.4% | $159,436+185.3% | $167,490+171.6% |
| Participation rate | 92.3% | 84.9%+7.4pp | 82.8%+9.5pp | 82.1%+10.2pp |
| Annual return | 11.71% | 331.75%-320.0pp | 263.57%-251.9pp | 478.56%-466.9pp |
| Employer contribution / active EE | $6,262 | $5,297+18.2% | $4,829+29.7% | $4,837+29.5% |
| Participant deferral / active EE | $8,043 | $7,750+3.8% | $7,352+9.4% | $6,341+26.8% |
| Admin fee / account holder | $24,809 | $12,554+97.6% | $10,799+129.7% | $12,309+101.6% |