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 | $311,917 | $148,534+110.0% | $135,903+129.5% | $139,434+123.7% |
| Participation rate | 94.4% | 83.9%+10.6pp | 81.9%+12.5pp | 80.3%+14.1pp |
| Annual return | 13.85% | 79.19%-65.3pp | 68.23%-54.4pp | 372.94%-359.1pp |
| Employer contribution / active EE | $6,624 | $5,243+26.3% | $4,856+36.4% | $4,751+39.4% |
| Participant deferral / active EE | $4,684 | $8,100-42.2% | $7,758-39.6% | $6,710-30.2% |
| Admin fee / account holder | $24,567 | $12,400+98.1% | $10,762+128.3% | $11,403+115.5% |