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 | $340,828 | $175,202+94.5% | $149,673+127.7% | $139,434+144.4% |
| Participation rate | 92.3% | 83.4%+8.9pp | 78.8%+13.5pp | 80.3%+12.0pp |
| Annual return | 24.29% | 166.71%-142.4pp | 134.42%-110.1pp | 372.94%-348.7pp |
| Employer contribution / active EE | $22,805 | $5,474+316.6% | $4,818+373.4% | $4,751+380.0% |
| Participant deferral / active EE | $23,307 | $6,519+257.5% | $5,680+310.3% | $6,710+247.3% |
| Admin fee / account holder | $26,334 | $16,150+63.1% | $13,210+99.4% | $11,403+130.9% |