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 | $318,156 | $148,534+114.2% | $135,903+134.1% | $139,434+128.2% |
| Participation rate | 89.5% | 83.9%+5.6pp | 81.9%+7.6pp | 80.3%+9.2pp |
| Annual return | 16.12% | 79.19%-63.1pp | 68.23%-52.1pp | 372.94%-356.8pp |
| Employer contribution / active EE | $8,974 | $5,243+71.2% | $4,856+84.8% | $4,751+88.9% |
| Participant deferral / active EE | $14,297 | $8,100+76.5% | $7,758+84.3% | $6,710+113.1% |
| Admin fee / account holder | $863 | $12,400-93.0% | $10,762-92.0% | $11,403-92.4% |