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 | $262,827 | $209,411+25.5% | $178,490+47.3% | $158,922+65.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.94% | 188.75%-168.8pp | 151.07%-131.1pp | 302.83%-282.9pp |
| Employer contribution / active EE | $2,909 | $5,706-49.0% | $5,011-41.9% | $4,761-38.9% |
| Participant deferral / active EE | $3,538 | $5,954-40.6% | $5,202-32.0% | $5,982-40.9% |
| Admin fee / account holder | $32,917 | $17,074+92.8% | $13,984+135.4% | $11,246+192.7% |