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 | $535,024 | $214,378+149.6% | $200,582+166.7% | $142,382+275.8% |
| Participation rate | 95.5% | 87.4%+8.0pp | 86.9%+8.6pp | 80.1%+15.3pp |
| Annual return | 16.18% | 46.41%-30.2pp | 42.33%-26.2pp | 217.08%-200.9pp |
| Employer contribution / active EE | $12,342 | $6,841+80.4% | $6,419+92.3% | $4,299+187.1% |
| Participant deferral / active EE | $16,182 | $9,865+64.0% | $9,331+73.4% | $6,507+148.7% |
| Admin fee / account holder | $31,574 | $17,692+78.5% | $16,305+93.6% | $12,624+150.1% |