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 | $317,892 | $183,519+73.2% | $155,509+104.4% | $145,922+117.9% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 10.13% | 61.17%-51.0pp | 64.67%-54.5pp | 561.29%-551.2pp |
| Employer contribution / active EE | $11,215 | $5,313+111.1% | $4,672+140.0% | $4,660+140.7% |
| Participant deferral / active EE | $11,290 | $6,462+74.7% | $5,626+100.7% | $6,688+68.8% |
| Admin fee / account holder | $8,572 | $19,313-55.6% | $15,912-46.1% | $13,397-36.0% |