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 | $286,008 | $176,056+62.5% | $159,436+79.4% | $167,490+70.8% |
| Participation rate | 94.4% | 84.9%+9.5pp | 82.8%+11.6pp | 82.1%+12.3pp |
| Annual return | 12.64% | 331.75%-319.1pp | 263.57%-250.9pp | 478.56%-465.9pp |
| Employer contribution / active EE | $12,489 | $5,297+135.8% | $4,829+158.6% | $4,837+158.2% |
| Participant deferral / active EE | $11,003 | $7,750+42.0% | $7,352+49.7% | $6,341+73.5% |
| Admin fee / account holder | $21,034 | $12,554+67.6% | $10,799+94.8% | $12,309+70.9% |