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 | $271,646 | $183,963+47.7% | $162,163+67.5% | $152,861+77.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.10% | 150.76%-127.7pp | 115.59%-92.5pp | 345.32%-322.2pp |
| Employer contribution / active EE | $6,538 | $6,371+2.6% | $5,614+16.5% | $4,762+37.3% |
| Participant deferral / active EE | $14,671 | $8,034+82.6% | $7,298+101.0% | $5,850+150.8% |
| Admin fee / account holder | $16,352 | $13,121+24.6% | $10,843+50.8% | $11,596+41.0% |