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 | $273,772 | $209,411+30.7% | $178,490+53.4% | $158,922+72.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.92% | 188.75%-180.8pp | 151.07%-143.2pp | 302.83%-294.9pp |
| Employer contribution / active EE | $10,840 | $5,706+90.0% | $5,011+116.3% | $4,761+127.7% |
| Participant deferral / active EE | $7,133 | $5,954+19.8% | $5,202+37.1% | $5,982+19.2% |
| Admin fee / account holder | $11,273 | $17,074-34.0% | $13,984-19.4% | $11,246+0.2% |