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 | $308,623 | $159,602+93.4% | $150,045+105.7% | $142,382+116.8% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 16.10% | 70.24%-54.1pp | 62.55%-46.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $15,125 | $4,961+204.9% | $4,693+222.3% | $4,299+251.8% |
| Participant deferral / active EE | $16,248 | $8,310+95.5% | $7,997+103.2% | $6,507+149.7% |
| Admin fee / account holder | $36,110 | $14,846+143.2% | $13,435+168.8% | $12,624+186.0% |