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 | $469,474 | $165,984+182.8% | $164,813+184.9% | $145,922+221.7% |
| Participation rate | 88.2% | 82.0%+6.2pp | 78.6%+9.6pp | 80.3%+8.0pp |
| Annual return | 18.68% | 100.03%-81.4pp | 69.93%-51.2pp | 561.29%-542.6pp |
| Employer contribution / active EE | $10,912 | $5,273+106.9% | $4,341+151.4% | $4,660+134.2% |
| Participant deferral / active EE | $14,128 | $6,959+103.0% | $6,031+134.2% | $6,688+111.3% |
| Admin fee / account holder | $97,798 | $16,648+487.5% | $12,690+670.7% | $13,397+630.0% |