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 | $277,382 | $175,202+58.3% | $149,673+85.3% | $139,434+98.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.84% | 166.71%-153.9pp | 134.42%-121.6pp | 372.94%-360.1pp |
| Employer contribution / active EE | $16,268 | $5,474+197.2% | $4,818+237.7% | $4,751+242.4% |
| Participant deferral / active EE | $12,867 | $6,519+97.4% | $5,680+126.5% | $6,710+91.7% |
| Admin fee / account holder | $10,263 | $16,150-36.5% | $13,210-22.3% | $11,403-10.0% |