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 | $342,463 | $177,572+92.9% | $154,803+121.2% | $142,382+140.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.13% | 65.07%-46.9pp | 58.88%-40.8pp | 217.08%-198.9pp |
| Employer contribution / active EE | $8,515 | $4,810+77.0% | $4,305+97.8% | $4,299+98.1% |
| Participant deferral / active EE | $10,047 | $6,272+60.2% | $5,540+81.3% | $6,507+54.4% |
| Admin fee / account holder | $759 | $16,786-95.5% | $14,329-94.7% | $12,624-94.0% |