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 | $332,127 | $177,572+87.0% | $154,803+114.5% | $142,382+133.3% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 13.62% | 65.07%-51.4pp | 58.88%-45.3pp | 217.08%-203.5pp |
| Employer contribution / active EE | $18,356 | $4,810+281.6% | $4,305+326.4% | $4,299+327.0% |
| Participant deferral / active EE | $18,075 | $6,272+188.2% | $5,540+226.2% | $6,507+177.8% |
| Admin fee / account holder | $169,174 | $16,786+907.8% | $14,329+1080.6% | $12,624+1240.1% |