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 | $301,889 | $198,466+52.1% | $170,442+77.1% | $147,584+104.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.61% | 257.29%-245.7pp | 205.93%-194.3pp | 578.55%-566.9pp |
| Employer contribution / active EE | $7,060 | $6,184+14.2% | $5,433+29.9% | $4,876+44.8% |
| Participant deferral / active EE | $5,530 | $5,629-1.8% | $4,939+12.0% | $5,439+1.7% |
| Admin fee / account holder | $93,423 | $16,852+454.4% | $13,880+573.1% | $10,885+758.3% |