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 | $649,400 | $154,117+321.4% | $129,995+399.6% | $139,434+365.7% |
| Participation rate | 93.3% | 82.0%+11.4pp | 78.5%+14.8pp | 80.3%+13.0pp |
| Annual return | 18.12% | 32.48%-14.4pp | -137.18%+155.3pp | 372.94%-354.8pp |
| Employer contribution / active EE | $8,878 | $5,289+67.9% | $4,320+105.5% | $4,751+86.9% |
| Participant deferral / active EE | $12,125 | $6,710+80.7% | $5,820+108.3% | $6,710+80.7% |
| Admin fee / account holder | $18,677 | $14,007+33.3% | $10,614+76.0% | $11,403+63.8% |