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 | $350,655 | $183,519+91.1% | $155,509+125.5% | $145,922+140.3% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 11.49% | 61.17%-49.7pp | 64.67%-53.2pp | 561.29%-549.8pp |
| Employer contribution / active EE | $14,472 | $5,313+172.4% | $4,672+209.7% | $4,660+210.6% |
| Participant deferral / active EE | $8,779 | $6,462+35.8% | $5,626+56.0% | $6,688+31.3% |
| Admin fee / account holder | $83,079 | $19,313+330.2% | $15,912+422.1% | $13,397+520.1% |