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 | $359,966 | $176,056+104.5% | $159,436+125.8% | $167,490+114.9% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 14.78% | 331.75%-317.0pp | 263.57%-248.8pp | 478.56%-463.8pp |
| Employer contribution / active EE | $7,139 | $5,297+34.8% | $4,829+47.8% | $4,837+47.6% |
| Participant deferral / active EE | $20,589 | $7,750+165.7% | $7,352+180.0% | $6,341+224.7% |
| Admin fee / account holder | $159,540 | $12,554+1170.8% | $10,799+1377.4% | $12,309+1196.1% |