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 | $306,981 | $177,572+72.9% | $154,803+98.3% | $142,382+115.6% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 20.98% | 65.07%-44.1pp | 58.88%-37.9pp | 217.08%-196.1pp |
| Employer contribution / active EE | $9,991 | $4,810+107.7% | $4,305+132.1% | $4,299+132.4% |
| Participant deferral / active EE | $9,467 | $6,272+51.0% | $5,540+70.9% | $6,507+45.5% |
| Admin fee / account holder | $483 | $16,786-97.1% | $14,329-96.6% | $12,624-96.2% |