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 | $349,198 | $175,202+99.3% | $149,673+133.3% | $139,434+150.4% |
| Participation rate | 95.2% | 83.4%+11.9pp | 78.8%+16.5pp | 80.3%+14.9pp |
| Annual return | 16.82% | 166.71%-149.9pp | 134.42%-117.6pp | 372.94%-356.1pp |
| Employer contribution / active EE | $14,986 | $5,474+173.7% | $4,818+211.1% | $4,751+215.4% |
| Participant deferral / active EE | $10,207 | $6,519+56.6% | $5,680+79.7% | $6,710+52.1% |
| Admin fee / account holder | $27,828 | $16,150+72.3% | $13,210+110.7% | $11,403+144.1% |