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 | $427,272 | $159,602+167.7% | $150,045+184.8% | $142,382+200.1% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.3%+11.8pp | 80.1%+14.0pp |
| Annual return | 12.92% | 70.24%-57.3pp | 62.55%-49.6pp | 217.08%-204.2pp |
| Employer contribution / active EE | $20,958 | $4,961+322.5% | $4,693+346.6% | $4,299+387.5% |
| Participant deferral / active EE | $14,061 | $8,310+69.2% | $7,997+75.8% | $6,507+116.1% |
| Admin fee / account holder | $71,549 | $14,846+381.9% | $13,435+432.6% | $12,624+466.8% |