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 | $275,890 | $175,202+57.5% | $149,673+84.3% | $139,434+97.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.65% | 166.71%-153.1pp | 134.42%-120.8pp | 372.94%-359.3pp |
| Employer contribution / active EE | $5,144 | $5,474-6.0% | $4,818+6.8% | $4,751+8.3% |
| Participant deferral / active EE | $10,619 | $6,519+62.9% | $5,680+87.0% | $6,710+58.3% |
| Admin fee / account holder | $5,291 | $16,150-67.2% | $13,210-59.9% | $11,403-53.6% |