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 | $312,292 | $177,572+75.9% | $154,803+101.7% | $142,382+119.3% |
| Participation rate | 95.0% | 82.1%+12.9pp | 78.1%+16.9pp | 80.1%+14.9pp |
| Annual return | 25.43% | 65.07%-39.6pp | 58.88%-33.5pp | 217.08%-191.6pp |
| Employer contribution / active EE | $17,069 | $4,810+254.8% | $4,305+296.4% | $4,299+297.0% |
| Participant deferral / active EE | $6,842 | $6,272+9.1% | $5,540+23.5% | $6,507+5.1% |
| Admin fee / account holder | $187,253 | $16,786+1015.5% | $14,329+1206.8% | $12,624+1383.3% |