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 | $684,043 | $177,572+285.2% | $154,803+341.9% | $142,382+380.4% |
| Participation rate | 95.2% | 82.1%+13.2pp | 78.1%+17.2pp | 80.1%+15.1pp |
| Annual return | 20.57% | 65.07%-44.5pp | 58.88%-38.3pp | 217.08%-196.5pp |
| Employer contribution / active EE | $8,351 | $4,810+73.6% | $4,305+94.0% | $4,299+94.2% |
| Participant deferral / active EE | $21,723 | $6,272+246.4% | $5,540+292.1% | $6,507+233.8% |
| Admin fee / account holder | $10,568 | $16,786-37.0% | $14,329-26.3% | $12,624-16.3% |