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 | $250,712 | $209,411+19.7% | $178,490+40.5% | $158,922+57.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.38% | 188.75%-172.4pp | 151.07%-134.7pp | 302.83%-286.4pp |
| Employer contribution / active EE | $10,455 | $5,706+83.2% | $5,011+108.7% | $4,761+119.6% |
| Participant deferral / active EE | $5,691 | $5,954-4.4% | $5,202+9.4% | $5,982-4.9% |
| Admin fee / account holder | $3,760 | $17,074-78.0% | $13,984-73.1% | $11,246-66.6% |