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 | $375,225 | $209,411+79.2% | $178,490+110.2% | $158,922+136.1% |
| Participation rate | 89.5% | 86.3%+3.1pp | 81.9%+7.5pp | 82.0%+7.5pp |
| Annual return | 11.14% | 188.75%-177.6pp | 151.07%-139.9pp | 302.83%-291.7pp |
| Employer contribution / active EE | $25,643 | $5,706+349.4% | $5,011+411.8% | $4,761+438.6% |
| Participant deferral / active EE | $16,091 | $5,954+170.2% | $5,202+209.4% | $5,982+169.0% |
| Admin fee / account holder | $20,753 | $17,074+21.5% | $13,984+48.4% | $11,246+84.5% |