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 | $256,259 | $179,726+42.6% | $156,263+64.0% | $142,382+80.0% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 12.67% | 77.86%-65.2pp | 59.47%-46.8pp | 217.08%-204.4pp |
| Employer contribution / active EE | $17,426 | $5,069+243.8% | $4,333+302.2% | $4,299+305.3% |
| Participant deferral / active EE | $11,924 | $6,956+71.4% | $6,158+93.6% | $6,507+83.2% |
| Admin fee / account holder | $25,461 | $17,272+47.4% | $14,255+78.6% | $12,624+101.7% |