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 | $343,099 | $210,648+62.9% | $177,989+92.8% | $145,922+135.1% |
| Participation rate | 92.9% | 80.8%+12.1pp | 77.1%+15.8pp | 80.3%+12.6pp |
| Annual return | 13.11% | 385.86%-372.8pp | 294.48%-281.4pp | 561.29%-548.2pp |
| Employer contribution / active EE | $5,934 | $4,565+30.0% | $3,949+50.3% | $4,660+27.3% |
| Participant deferral / active EE | $7,409 | $6,958+6.5% | $6,276+18.0% | $6,688+10.8% |
| Admin fee / account holder | $20,576 | $12,013+71.3% | $10,363+98.5% | $13,397+53.6% |