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 | $431,527 | $178,174+142.2% | $156,181+176.3% | $137,256+214.4% |
| Participation rate | 95.2% | 82.0%+13.2pp | 78.8%+16.4pp | 80.0%+15.3pp |
| Annual return | 17.35% | 84.19%-66.8pp | 64.87%-47.5pp | 220.34%-203.0pp |
| Employer contribution / active EE | $9,090 | $4,972+82.8% | $4,294+111.7% | $4,156+118.7% |
| Participant deferral / active EE | $13,225 | $6,888+92.0% | $6,132+115.7% | $6,407+106.4% |
| Admin fee / account holder | $37,199 | $17,404+113.7% | $14,586+155.0% | $12,270+203.2% |