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 | $329,608 | $179,726+83.4% | $156,263+110.9% | $142,382+131.5% |
| Participation rate | 91.3% | 82.1%+9.2pp | 78.9%+12.4pp | 80.1%+11.2pp |
| Annual return | 16.92% | 77.86%-60.9pp | 59.47%-42.5pp | 217.08%-200.2pp |
| Employer contribution / active EE | $15,689 | $5,069+209.5% | $4,333+262.1% | $4,299+264.9% |
| Participant deferral / active EE | $3,059 | $6,956-56.0% | $6,158-50.3% | $6,507-53.0% |
| Admin fee / account holder | $31,394 | $17,272+81.8% | $14,255+120.2% | $12,624+148.7% |