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 | $279,460 | $209,411+33.5% | $178,490+56.6% | $158,922+75.8% |
| Participation rate | 92.9% | 86.3%+6.5pp | 81.9%+10.9pp | 82.0%+10.9pp |
| Annual return | 13.84% | 188.75%-174.9pp | 151.07%-137.2pp | 302.83%-289.0pp |
| Employer contribution / active EE | $8,005 | $5,706+40.3% | $5,011+59.8% | $4,761+68.1% |
| Participant deferral / active EE | $6,361 | $5,954+6.8% | $5,202+22.3% | $5,982+6.3% |
| Admin fee / account holder | $1,344 | $17,074-92.1% | $13,984-90.4% | $11,246-88.0% |