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 | $407,553 | $238,490+70.9% | $180,183+126.2% | $142,382+186.2% |
| Participation rate | 92.9% | 82.3%+10.6pp | 77.4%+15.4pp | 80.1%+12.7pp |
| Annual return | 19.70% | 33.56%-13.9pp | 27.86%-8.2pp | 217.08%-197.4pp |
| Employer contribution / active EE | $9,790 | $6,143+59.4% | $5,039+94.3% | $4,299+127.7% |
| Participant deferral / active EE | $5,819 | $7,996-27.2% | $6,822-14.7% | $6,507-10.6% |
| Admin fee / account holder | $2,791 | $28,866-90.3% | $19,975-86.0% | $12,624-77.9% |