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 | $652,547 | $176,056+270.6% | $159,436+309.3% | $167,490+289.6% |
| Participation rate | 95.5% | 84.9%+10.5pp | 82.8%+12.6pp | 82.1%+13.3pp |
| Annual return | 12.84% | 331.75%-318.9pp | 263.57%-250.7pp | 478.56%-465.7pp |
| Employer contribution / active EE | $7,883 | $5,297+48.8% | $4,829+63.2% | $4,837+63.0% |
| Participant deferral / active EE | $15,047 | $7,750+94.2% | $7,352+104.7% | $6,341+137.3% |
| Admin fee / account holder | $54,918 | $12,554+337.5% | $10,799+408.6% | $12,309+346.2% |