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 | $332,043 | $210,408+57.8% | $153,485+116.3% | $145,922+127.5% |
| Participation rate | 92.9% | 82.1%+10.7pp | 77.1%+15.8pp | 80.3%+12.6pp |
| Annual return | 23.99% | 13.37%+10.6pp | 15.65%+8.3pp | 561.29%-537.3pp |
| Employer contribution / active EE | $9,993 | $6,048+65.2% | $5,039+98.3% | $4,660+114.5% |
| Participant deferral / active EE | $5,646 | $7,975-29.2% | $6,757-16.4% | $6,688-15.6% |
| Admin fee / account holder | $27,036 | $19,419+39.2% | $12,724+112.5% | $13,397+101.8% |