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 | $451,298 | $177,572+154.1% | $154,803+191.5% | $142,382+217.0% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 16.84% | 65.07%-48.2pp | 58.88%-42.0pp | 217.08%-200.2pp |
| Employer contribution / active EE | $13,507 | $4,810+180.8% | $4,305+213.7% | $4,299+214.2% |
| Participant deferral / active EE | $14,542 | $6,272+131.9% | $5,540+162.5% | $6,507+123.5% |
| Admin fee / account holder | $1,723 | $16,786-89.7% | $14,329-88.0% | $12,624-86.4% |