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 | $274,747 | $175,202+56.8% | $149,673+83.6% | $139,434+97.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 25.73% | 166.71%-141.0pp | 134.42%-108.7pp | 372.94%-347.2pp |
| Employer contribution / active EE | $13,709 | $5,474+150.4% | $4,818+184.6% | $4,751+188.6% |
| Participant deferral / active EE | $14,063 | $6,519+115.7% | $5,680+147.6% | $6,710+109.6% |
| Admin fee / account holder | $14,583 | $16,150-9.7% | $13,210+10.4% | $11,403+27.9% |