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 | $340,829 | $179,726+89.6% | $156,263+118.1% | $142,382+139.4% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.9%+10.0pp | 80.1%+8.8pp |
| Annual return | 11.16% | 77.86%-66.7pp | 59.47%-48.3pp | 217.08%-205.9pp |
| Employer contribution / active EE | $7,084 | $5,069+39.7% | $4,333+63.5% | $4,299+64.8% |
| Participant deferral / active EE | $18,201 | $6,956+161.7% | $6,158+195.5% | $6,507+179.7% |
| Admin fee / account holder | $114,709 | $17,272+564.1% | $14,255+704.7% | $12,624+808.7% |