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 | $616,738 | $177,572+247.3% | $154,803+298.4% | $142,382+333.2% |
| Participation rate | 95.2% | 82.1%+13.2pp | 78.1%+17.2pp | 80.1%+15.1pp |
| Annual return | 12.29% | 65.07%-52.8pp | 58.88%-46.6pp | 217.08%-204.8pp |
| Employer contribution / active EE | $55,825 | $4,810+1060.5% | $4,305+1196.6% | $4,299+1198.5% |
| Participant deferral / active EE | $8,818 | $6,272+40.6% | $5,540+59.2% | $6,507+35.5% |
| Admin fee / account holder | $107,086 | $16,786+538.0% | $14,329+647.3% | $12,624+748.3% |