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 | $386,887 | $175,202+120.8% | $149,673+158.5% | $139,434+177.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.69% | 166.71%-151.0pp | 134.42%-118.7pp | 372.94%-357.3pp |
| Employer contribution / active EE | $11,675 | $5,474+113.3% | $4,818+142.3% | $4,751+145.8% |
| Participant deferral / active EE | $12,727 | $6,519+95.2% | $5,680+124.1% | $6,710+89.7% |
| Admin fee / account holder | $13,494 | $16,150-16.4% | $13,210+2.1% | $11,403+18.3% |