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 | $322,783 | $198,466+62.6% | $170,442+89.4% | $147,584+118.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.77% | 257.29%-239.5pp | 205.93%-188.2pp | 578.55%-560.8pp |
| Employer contribution / active EE | $9,050 | $6,184+46.4% | $5,433+66.6% | $4,876+85.6% |
| Participant deferral / active EE | $7,971 | $5,629+41.6% | $4,939+61.4% | $5,439+46.6% |
| Admin fee / account holder | $1,282 | $16,852-92.4% | $13,880-90.8% | $10,885-88.2% |