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 | $276,619 | $209,411+32.1% | $178,490+55.0% | $158,922+74.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.49% | 188.75%-175.3pp | 151.07%-137.6pp | 302.83%-289.3pp |
| Employer contribution / active EE | $19,970 | $5,706+250.0% | $5,011+298.6% | $4,761+319.4% |
| Participant deferral / active EE | $13,711 | $5,954+130.3% | $5,202+163.6% | $5,982+129.2% |
| Admin fee / account holder | $29,237 | $17,074+71.2% | $13,984+109.1% | $11,246+160.0% |