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 | $394,524 | $165,335+138.6% | $149,696+163.5% | $158,922+148.2% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 21.43% | 348.15%-326.7pp | 276.60%-255.2pp | 302.83%-281.4pp |
| Employer contribution / active EE | $9,280 | $5,103+81.9% | $4,644+99.8% | $4,761+94.9% |
| Participant deferral / active EE | $10,559 | $7,181+47.0% | $6,842+54.3% | $5,982+76.5% |
| Admin fee / account holder | $14,316 | $10,807+32.5% | $9,309+53.8% | $11,246+27.3% |