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 | $253,036 | $148,534+70.4% | $135,903+86.2% | $139,434+81.5% |
| Participation rate | 95.7% | 83.9%+11.8pp | 81.9%+13.7pp | 80.3%+15.3pp |
| Annual return | 18.46% | 79.19%-60.7pp | 68.23%-49.8pp | 372.94%-354.5pp |
| Employer contribution / active EE | $11,318 | $5,243+115.9% | $4,856+133.1% | $4,751+138.2% |
| Participant deferral / active EE | $8,969 | $8,100+10.7% | $7,758+15.6% | $6,710+33.7% |
| Admin fee / account holder | $19,492 | $12,400+57.2% | $10,762+81.1% | $11,403+70.9% |