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 | $404,253 | $175,202+130.7% | $149,673+170.1% | $139,434+189.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.79% | 166.71%-146.9pp | 134.42%-114.6pp | 372.94%-353.2pp |
| Employer contribution / active EE | $10,752 | $5,474+96.4% | $4,818+123.2% | $4,751+126.3% |
| Participant deferral / active EE | $31,650 | $6,519+385.5% | $5,680+457.2% | $6,710+371.7% |
| Admin fee / account holder | $3,749 | $16,150-76.8% | $13,210-71.6% | $11,403-67.1% |