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 | $325,904 | $183,519+77.6% | $155,509+109.6% | $145,922+123.3% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 18.41% | 61.17%-42.8pp | 64.67%-46.3pp | 561.29%-542.9pp |
| Employer contribution / active EE | $7,840 | $5,313+47.6% | $4,672+67.8% | $4,660+68.3% |
| Participant deferral / active EE | $8,092 | $6,462+25.2% | $5,626+43.8% | $6,688+21.0% |
| Admin fee / account holder | $2,445 | $19,313-87.3% | $15,912-84.6% | $13,397-81.7% |