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 | $346,082 | $175,202+97.5% | $149,673+131.2% | $139,434+148.2% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 16.61% | 166.71%-150.1pp | 134.42%-117.8pp | 372.94%-356.3pp |
| Employer contribution / active EE | $7,073 | $5,474+29.2% | $4,818+46.8% | $4,751+48.9% |
| Participant deferral / active EE | $9,390 | $6,519+44.0% | $5,680+65.3% | $6,710+39.9% |
| Admin fee / account holder | $799 | $16,150-95.1% | $13,210-94.0% | $11,403-93.0% |