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 | $680,439 | $183,519+270.8% | $155,509+337.6% | $145,922+366.3% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 18.69% | 61.17%-42.5pp | 64.67%-46.0pp | 561.29%-542.6pp |
| Employer contribution / active EE | $6,974 | $5,313+31.3% | $4,672+49.3% | $4,660+49.7% |
| Participant deferral / active EE | $7,374 | $6,462+14.1% | $5,626+31.1% | $6,688+10.3% |
| Admin fee / account holder | $1,363 | $19,313-92.9% | $15,912-91.4% | $13,397-89.8% |