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 | $294,405 | $209,411+40.6% | $178,490+64.9% | $158,922+85.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.65% | 188.75%-167.1pp | 151.07%-129.4pp | 302.83%-281.2pp |
| Employer contribution / active EE | $36,245 | $5,706+535.2% | $5,011+623.4% | $4,761+661.3% |
| Participant deferral / active EE | $18,814 | $5,954+216.0% | $5,202+261.7% | $5,982+214.5% |
| Admin fee / account holder | $15,973 | $17,074-6.5% | $13,984+14.2% | $11,246+42.0% |