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 | $285,243 | $175,202+62.8% | $149,673+90.6% | $139,434+104.6% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 15.42% | 166.71%-151.3pp | 134.42%-119.0pp | 372.94%-357.5pp |
| Employer contribution / active EE | $6,484 | $5,474+18.4% | $4,818+34.6% | $4,751+36.5% |
| Participant deferral / active EE | $10,691 | $6,519+64.0% | $5,680+88.2% | $6,710+59.3% |
| Admin fee / account holder | $1,647 | $16,150-89.8% | $13,210-87.5% | $11,403-85.6% |