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 | $372,921 | $175,202+112.9% | $149,673+149.2% | $139,434+167.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.45% | 166.71%-152.3pp | 134.42%-120.0pp | 372.94%-358.5pp |
| Employer contribution / active EE | $4,194 | $5,474-23.4% | $4,818-12.9% | $4,751-11.7% |
| Participant deferral / active EE | $12,090 | $6,519+85.5% | $5,680+112.9% | $6,710+80.2% |
| Admin fee / account holder | $9,614 | $16,150-40.5% | $13,210-27.2% | $11,403-15.7% |