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 | $254,269 | $209,411+21.4% | $178,490+42.5% | $158,922+60.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.93% | 188.75%-172.8pp | 151.07%-135.1pp | 302.83%-286.9pp |
| Employer contribution / active EE | $5,465 | $5,706-4.2% | $5,011+9.1% | $4,761+14.8% |
| Participant deferral / active EE | $5,002 | $5,954-16.0% | $5,202-3.8% | $5,982-16.4% |
| Admin fee / account holder | $21,983 | $17,074+28.7% | $13,984+57.2% | $11,246+95.5% |