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 | $373,684 | $177,572+110.4% | $154,803+141.4% | $142,382+162.5% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 15.54% | 65.07%-49.5pp | 58.88%-43.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $16,126 | $4,810+235.2% | $4,305+274.5% | $4,299+275.1% |
| Participant deferral / active EE | $9,351 | $6,272+49.1% | $5,540+68.8% | $6,507+43.7% |
| Admin fee / account holder | $60,574 | $16,786+260.9% | $14,329+322.7% | $12,624+379.8% |