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 | $339,500 | $175,202+93.8% | $149,673+126.8% | $139,434+143.5% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 22.09% | 166.71%-144.6pp | 134.42%-112.3pp | 372.94%-350.8pp |
| Employer contribution / active EE | $8,441 | $5,474+54.2% | $4,818+75.2% | $4,751+77.7% |
| Participant deferral / active EE | $22,420 | $6,519+243.9% | $5,680+294.7% | $6,710+234.1% |
| Admin fee / account holder | $2,601 | $16,150-83.9% | $13,210-80.3% | $11,403-77.2% |