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 | $252,502 | $202,318+24.8% | $172,739+46.2% | $152,861+65.2% |
| Participation rate | 95.8% | 87.1%+8.8pp | 82.6%+13.2pp | 82.4%+13.4pp |
| Annual return | 21.66% | 1029.65%-1008.0pp | 802.84%-781.2pp | 345.32%-323.7pp |
| Employer contribution / active EE | $10,076 | $5,856+72.1% | $5,143+95.9% | $4,762+111.6% |
| Participant deferral / active EE | $7,367 | $5,948+23.8% | $5,198+41.7% | $5,850+25.9% |
| Admin fee / account holder | $4,011 | $17,109-76.6% | $13,954-71.3% | $11,596-65.4% |