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 | $305,810 | $177,572+72.2% | $154,803+97.5% | $142,382+114.8% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 16.59% | 65.07%-48.5pp | 58.88%-42.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $11,249 | $4,810+133.8% | $4,305+161.3% | $4,299+161.7% |
| Participant deferral / active EE | $4,934 | $6,272-21.3% | $5,540-10.9% | $6,507-24.2% |
| Admin fee / account holder | $1,044 | $16,786-93.8% | $14,329-92.7% | $12,624-91.7% |