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 | $253,207 | $198,466+27.6% | $170,442+48.6% | $147,584+71.6% |
| Participation rate | 93.3% | 88.0%+5.4pp | 83.6%+9.7pp | 82.8%+10.5pp |
| Annual return | 9.31% | 257.29%-248.0pp | 205.93%-196.6pp | 578.55%-569.2pp |
| Employer contribution / active EE | $14,300 | $6,184+131.3% | $5,433+163.2% | $4,876+193.3% |
| Participant deferral / active EE | $8,263 | $5,629+46.8% | $4,939+67.3% | $5,439+51.9% |
| Admin fee / account holder | $25,961 | $16,852+54.1% | $13,880+87.0% | $10,885+138.5% |