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 | $282,827 | $173,345+63.2% | $136,007+108.0% | $145,922+93.8% |
| Participation rate | 84.2% | 80.5%+3.8pp | 76.5%+7.7pp | 80.3%+3.9pp |
| Annual return | 11.96% | 1163.32%-1151.4pp | 579.32%-567.4pp | 561.29%-549.3pp |
| Employer contribution / active EE | $6,298 | $5,278+19.3% | $4,217+49.4% | $4,660+35.2% |
| Participant deferral / active EE | $11,710 | $8,699+34.6% | $7,025+66.7% | $6,688+75.1% |
| Admin fee / account holder | $27,450 | $9,954+175.8% | $6,858+300.2% | $13,397+104.9% |