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 | $360,233 | $175,202+105.6% | $149,673+140.7% | $139,434+158.4% |
| Participation rate | 95.7% | 83.4%+12.3pp | 78.8%+16.9pp | 80.3%+15.3pp |
| Annual return | 15.30% | 166.71%-151.4pp | 134.42%-119.1pp | 372.94%-357.6pp |
| Employer contribution / active EE | $26,465 | $5,474+383.4% | $4,818+449.3% | $4,751+457.1% |
| Participant deferral / active EE | $16,442 | $6,519+152.2% | $5,680+189.5% | $6,710+145.0% |
| Admin fee / account holder | $2,339 | $16,150-85.5% | $13,210-82.3% | $11,403-79.5% |