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 | $276,679 | $183,519+50.8% | $155,509+77.9% | $145,922+89.6% |
| Participation rate | 87.0% | 82.7%+4.3pp | 78.2%+8.8pp | 80.3%+6.7pp |
| Annual return | 13.15% | 61.17%-48.0pp | 64.67%-51.5pp | 561.29%-548.1pp |
| Employer contribution / active EE | $7,300 | $5,313+37.4% | $4,672+56.2% | $4,660+56.7% |
| Participant deferral / active EE | $6,190 | $6,462-4.2% | $5,626+10.0% | $6,688-7.4% |
| Admin fee / account holder | $242,568 | $19,313+1156.0% | $15,912+1424.4% | $13,397+1710.6% |