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 | $537,216 | $178,174+201.5% | $156,181+244.0% | $137,256+291.4% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.8%+8.7pp | 80.0%+7.5pp |
| Annual return | 14.22% | 84.19%-70.0pp | 64.87%-50.7pp | 220.34%-206.1pp |
| Employer contribution / active EE | $19,482 | $4,972+291.9% | $4,294+353.7% | $4,156+368.8% |
| Participant deferral / active EE | $13,821 | $6,888+100.7% | $6,132+125.4% | $6,407+115.7% |
| Admin fee / account holder | $44,778 | $17,404+157.3% | $14,586+207.0% | $12,270+264.9% |