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 | $322,425 | $217,402+48.3% | $185,823+73.5% | $167,490+92.5% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 13.10% | 148.36%-135.3pp | 122.05%-109.0pp | 478.56%-465.5pp |
| Employer contribution / active EE | $12,759 | $5,873+117.2% | $5,167+146.9% | $4,837+163.7% |
| Participant deferral / active EE | $7,569 | $6,356+19.1% | $5,568+35.9% | $6,341+19.4% |
| Admin fee / account holder | $2,962 | $19,811-85.0% | $16,237-81.8% | $12,309-75.9% |