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 | $329,906 | $175,202+88.3% | $149,673+120.4% | $139,434+136.6% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 15.63% | 166.71%-151.1pp | 134.42%-118.8pp | 372.94%-357.3pp |
| Employer contribution / active EE | $6,454 | $5,474+17.9% | $4,818+34.0% | $4,751+35.8% |
| Participant deferral / active EE | $7,182 | $6,519+10.2% | $5,680+26.4% | $6,710+7.0% |
| Admin fee / account holder | $24,013 | $16,150+48.7% | $13,210+81.8% | $11,403+110.6% |