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 | $284,613 | $209,411+35.9% | $178,490+59.5% | $158,922+79.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.85% | 188.75%-177.9pp | 151.07%-140.2pp | 302.83%-292.0pp |
| Employer contribution / active EE | $6,614 | $5,706+15.9% | $5,011+32.0% | $4,761+38.9% |
| Participant deferral / active EE | $7,489 | $5,954+25.8% | $5,202+44.0% | $5,982+25.2% |
| Admin fee / account holder | $5,330 | $17,074-68.8% | $13,984-61.9% | $11,246-52.6% |