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 | $303,179 | $177,572+70.7% | $154,803+95.8% | $142,382+112.9% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 15.57% | 65.07%-49.5pp | 58.88%-43.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $7,376 | $4,810+53.3% | $4,305+71.3% | $4,299+71.6% |
| Participant deferral / active EE | $7,933 | $6,272+26.5% | $5,540+43.2% | $6,507+21.9% |
| Admin fee / account holder | $19,725 | $16,786+17.5% | $14,329+37.7% | $12,624+56.3% |