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 | $266,017 | $175,202+51.8% | $149,673+77.7% | $139,434+90.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.02% | 166.71%-145.7pp | 134.42%-113.4pp | 372.94%-351.9pp |
| Employer contribution / active EE | $12,500 | $5,474+128.3% | $4,818+159.5% | $4,751+163.1% |
| Participant deferral / active EE | $7,498 | $6,519+15.0% | $5,680+32.0% | $6,710+11.7% |
| Admin fee / account holder | $13,177 | $16,150-18.4% | $13,210-0.3% | $11,403+15.6% |