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 | $348,273 | $177,572+96.1% | $154,803+125.0% | $142,382+144.6% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 14.83% | 65.07%-50.2pp | 58.88%-44.1pp | 217.08%-202.2pp |
| Employer contribution / active EE | $8,723 | $4,810+81.3% | $4,305+102.6% | $4,299+102.9% |
| Participant deferral / active EE | $8,800 | $6,272+40.3% | $5,540+58.8% | $6,507+35.2% |
| Admin fee / account holder | $309,901 | $16,786+1746.2% | $14,329+2062.7% | $12,624+2354.9% |