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 | $266,341 | $226,064+17.8% | $182,532+45.9% | $152,861+74.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 23.56% | 192.51%-168.9pp | 148.54%-125.0pp | 345.32%-321.8pp |
| Employer contribution / active EE | $5,591 | $4,978+12.3% | $4,076+37.2% | $4,762+17.4% |
| Participant deferral / active EE | $8,333 | $6,368+30.9% | $5,524+50.8% | $5,850+42.4% |
| Admin fee / account holder | $15,668 | $10,703+46.4% | $8,592+82.4% | $11,596+35.1% |