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 | $424,945 | $183,519+131.6% | $155,509+173.3% | $145,922+191.2% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 13.83% | 61.17%-47.3pp | 64.67%-50.8pp | 561.29%-547.5pp |
| Employer contribution / active EE | $13,697 | $5,313+157.8% | $4,672+193.1% | $4,660+194.0% |
| Participant deferral / active EE | $11,094 | $6,462+71.7% | $5,626+97.2% | $6,688+65.9% |
| Admin fee / account holder | $6,223 | $19,313-67.8% | $15,912-60.9% | $13,397-53.5% |