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 | $570,718 | $177,572+221.4% | $154,803+268.7% | $142,382+300.8% |
| Participation rate | 86.7% | 82.1%+4.6pp | 78.1%+8.6pp | 80.1%+6.5pp |
| Annual return | 14.74% | 65.07%-50.3pp | 58.88%-44.1pp | 217.08%-202.3pp |
| Employer contribution / active EE | $6,857 | $4,810+42.6% | $4,305+59.3% | $4,299+59.5% |
| Participant deferral / active EE | $24,137 | $6,272+284.9% | $5,540+335.6% | $6,507+270.9% |
| Admin fee / account holder | $13,072 | $16,786-22.1% | $14,329-8.8% | $12,624+3.6% |