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 | $270,854 | $209,411+29.3% | $178,490+51.7% | $158,922+70.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.59% | 188.75%-168.2pp | 151.07%-130.5pp | 302.83%-282.2pp |
| Employer contribution / active EE | $16,945 | $5,706+196.9% | $5,011+238.2% | $4,761+255.9% |
| Participant deferral / active EE | $10,608 | $5,954+78.2% | $5,202+103.9% | $5,982+77.3% |
| Admin fee / account holder | $4,920 | $17,074-71.2% | $13,984-64.8% | $11,246-56.2% |