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 | $292,391 | $133,922+118.3% | $116,228+151.6% | $142,382+105.4% |
| Participation rate | 95.8% | 77.9%+18.0pp | 74.6%+21.3pp | 80.1%+15.7pp |
| Annual return | 14.48% | 147.76%-133.3pp | 90.06%-75.6pp | 217.08%-202.6pp |
| Employer contribution / active EE | $6,283 | $3,446+82.3% | $2,994+109.8% | $4,299+46.1% |
| Participant deferral / active EE | $22,093 | $5,672+289.5% | $4,953+346.0% | $6,507+239.5% |
| Admin fee / account holder | $51,397 | $14,945+243.9% | $11,989+328.7% | $12,624+307.1% |