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 | $317,184 | $209,411+51.5% | $178,490+77.7% | $158,922+99.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.73% | 188.75%-169.0pp | 151.07%-131.3pp | 302.83%-283.1pp |
| Employer contribution / active EE | $8,804 | $5,706+54.3% | $5,011+75.7% | $4,761+84.9% |
| Participant deferral / active EE | $9,350 | $5,954+57.0% | $5,202+79.8% | $5,982+56.3% |
| Admin fee / account holder | $13,340 | $17,074-21.9% | $13,984-4.6% | $11,246+18.6% |