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 | $293,014 | $185,822+57.7% | $169,993+72.4% | $139,434+110.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.41% | 60.50%-40.1pp | 53.37%-33.0pp | 372.94%-352.5pp |
| Employer contribution / active EE | $8,520 | $7,590+12.3% | $6,785+25.6% | $4,751+79.3% |
| Participant deferral / active EE | $17,250 | $11,622+48.4% | $10,408+65.7% | $6,710+157.1% |
| Admin fee / account holder | $1,617 | $15,381-89.5% | $12,815-87.4% | $11,403-85.8% |