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 | $252,926 | $175,202+44.4% | $149,673+69.0% | $139,434+81.4% |
| Participation rate | 87.0% | 83.4%+3.6pp | 78.8%+8.2pp | 80.3%+6.6pp |
| Annual return | 14.09% | 166.71%-152.6pp | 134.42%-120.3pp | 372.94%-358.8pp |
| Employer contribution / active EE | $13,913 | $5,474+154.2% | $4,818+188.8% | $4,751+192.9% |
| Participant deferral / active EE | $6,583 | $6,519+1.0% | $5,680+15.9% | $6,710-1.9% |
| Admin fee / account holder | $11,193 | $16,150-30.7% | $13,210-15.3% | $11,403-1.8% |