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 | $267,971 | $209,411+28.0% | $178,490+50.1% | $158,922+68.6% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 16.63% | 188.75%-172.1pp | 151.07%-134.4pp | 302.83%-286.2pp |
| Employer contribution / active EE | $9,488 | $5,706+66.3% | $5,011+89.4% | $4,761+99.3% |
| Participant deferral / active EE | $10,947 | $5,954+83.9% | $5,202+110.5% | $5,982+83.0% |
| Admin fee / account holder | $7,129 | $17,074-58.2% | $13,984-49.0% | $11,246-36.6% |