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 | $517,228 | $183,519+181.8% | $155,509+232.6% | $145,922+254.5% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 15.25% | 61.17%-45.9pp | 64.67%-49.4pp | 561.29%-546.0pp |
| Employer contribution / active EE | $6,893 | $5,313+29.7% | $4,672+47.5% | $4,660+47.9% |
| Participant deferral / active EE | $5,568 | $6,462-13.8% | $5,626-1.0% | $6,688-16.7% |
| Admin fee / account holder | $3,262 | $19,313-83.1% | $15,912-79.5% | $13,397-75.7% |