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 7-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 | $250,860 | $175,202+43.2% | $149,673+67.6% | $139,434+79.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.66% | 166.71%-155.1pp | 134.42%-122.8pp | 372.94%-361.3pp |
| Employer contribution / active EE | $20,023 | $5,474+265.8% | $4,818+315.6% | $4,751+321.5% |
| Participant deferral / active EE | $11,300 | $6,519+73.3% | $5,680+98.9% | $6,710+68.4% |
| Admin fee / account holder | $1,129 | $16,150-93.0% | $13,210-91.5% | $11,403-90.1% |