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 | $281,151 | $198,466+41.7% | $170,442+65.0% | $147,584+90.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.82% | 257.29%-238.5pp | 205.93%-187.1pp | 578.55%-559.7pp |
| Employer contribution / active EE | $5,572 | $6,184-9.9% | $5,433+2.6% | $4,876+14.3% |
| Participant deferral / active EE | $6,352 | $5,629+12.8% | $4,939+28.6% | $5,439+16.8% |
| Admin fee / account holder | $21,212 | $16,852+25.9% | $13,880+52.8% | $10,885+94.9% |