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 | $632,086 | $232,540+171.8% | $185,117+241.5% | $147,584+328.3% |
| Participation rate | 91.7% | 82.4%+9.3pp | 77.3%+14.4pp | 82.8%+8.8pp |
| Annual return | 12.13% | 43.03%-30.9pp | 40.50%-28.4pp | 578.55%-566.4pp |
| Employer contribution / active EE | $6,212 | $5,195+19.6% | $4,182+48.6% | $4,876+27.4% |
| Participant deferral / active EE | $8,399 | $5,834+44.0% | $5,045+66.5% | $5,439+54.4% |
| Admin fee / account holder | $11,739 | $10,275+14.2% | $8,159+43.9% | $10,885+7.8% |