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 | $255,248 | $177,572+43.7% | $154,803+64.9% | $142,382+79.3% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 13.01% | 65.07%-52.1pp | 58.88%-45.9pp | 217.08%-204.1pp |
| Employer contribution / active EE | $6,266 | $4,810+30.3% | $4,305+45.5% | $4,299+45.8% |
| Participant deferral / active EE | $15,299 | $6,272+143.9% | $5,540+176.1% | $6,507+135.1% |
| Admin fee / account holder | $87,773 | $16,786+422.9% | $14,329+512.5% | $12,624+595.3% |