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 | $513,246 | $175,202+192.9% | $149,673+242.9% | $139,434+268.1% |
| Participation rate | 94.1% | 83.4%+10.7pp | 78.8%+15.4pp | 80.3%+13.8pp |
| Annual return | 22.40% | 166.71%-144.3pp | 134.42%-112.0pp | 372.94%-350.5pp |
| Employer contribution / active EE | $10,327 | $5,474+88.6% | $4,818+114.4% | $4,751+117.4% |
| Participant deferral / active EE | $10,546 | $6,519+61.8% | $5,680+85.7% | $6,710+57.2% |
| Admin fee / account holder | $1,563 | $16,150-90.3% | $13,210-88.2% | $11,403-86.3% |