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 | $294,938 | $198,466+48.6% | $170,442+73.0% | $147,584+99.8% |
| Participation rate | 93.3% | 88.0%+5.4pp | 83.6%+9.7pp | 82.8%+10.5pp |
| Annual return | 12.47% | 257.29%-244.8pp | 205.93%-193.5pp | 578.55%-566.1pp |
| Employer contribution / active EE | $23,660 | $6,184+282.6% | $5,433+335.5% | $4,876+385.2% |
| Participant deferral / active EE | $16,974 | $5,629+201.5% | $4,939+243.6% | $5,439+212.1% |
| Admin fee / account holder | $6,205 | $16,852-63.2% | $13,880-55.3% | $10,885-43.0% |