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 | $287,738 | $175,202+64.2% | $149,673+92.2% | $139,434+106.4% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 20.07% | 166.71%-146.6pp | 134.42%-114.4pp | 372.94%-352.9pp |
| Employer contribution / active EE | $11,376 | $5,474+107.8% | $4,818+136.1% | $4,751+139.5% |
| Participant deferral / active EE | $7,738 | $6,519+18.7% | $5,680+36.2% | $6,710+15.3% |
| Admin fee / account holder | $554 | $16,150-96.6% | $13,210-95.8% | $11,403-95.1% |