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 | $348,082 | $176,056+97.7% | $159,436+118.3% | $167,490+107.8% |
| Participation rate | 95.8% | 84.9%+10.9pp | 82.8%+13.0pp | 82.1%+13.7pp |
| Annual return | 16.41% | 331.75%-315.3pp | 263.57%-247.2pp | 478.56%-462.1pp |
| Employer contribution / active EE | $7,931 | $5,297+49.7% | $4,829+64.2% | $4,837+63.9% |
| Participant deferral / active EE | $12,354 | $7,750+59.4% | $7,352+68.0% | $6,341+94.8% |
| Admin fee / account holder | $21,040 | $12,554+67.6% | $10,799+94.8% | $12,309+70.9% |