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 | $332,673 | $185,822+79.0% | $169,993+95.7% | $139,434+138.6% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 22.74% | 60.50%-37.8pp | 53.37%-30.6pp | 372.94%-350.2pp |
| Employer contribution / active EE | $16,500 | $7,590+117.4% | $6,785+143.2% | $4,751+247.3% |
| Participant deferral / active EE | $20,357 | $11,622+75.2% | $10,408+95.6% | $6,710+203.4% |
| Admin fee / account holder | $2,365 | $15,381-84.6% | $12,815-81.5% | $11,403-79.3% |