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 | $639,978 | $169,032+278.6% | $129,207+395.3% | $145,922+338.6% |
| Participation rate | 80.0% | 76.4%+3.6pp | 69.6%+10.4pp | 80.3%-0.3pp |
| Annual return | 13.99% | 14330.11%-14316.1pp | 9417.33%-9403.3pp | 561.29%-547.3pp |
| Employer contribution / active EE | $7,944 | $5,537+43.5% | $4,153+91.3% | $4,660+70.5% |
| Participant deferral / active EE | $9,224 | $4,987+84.9% | $4,168+121.3% | $6,688+37.9% |
| Admin fee / account holder | $3,724 | $9,954-62.6% | $7,715-51.7% | $13,397-72.2% |