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 | $264,004 | $209,411+26.1% | $178,490+47.9% | $158,922+66.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.01% | 188.75%-177.7pp | 151.07%-140.1pp | 302.83%-291.8pp |
| Employer contribution / active EE | $6,230 | $5,706+9.2% | $5,011+24.3% | $4,761+30.8% |
| Participant deferral / active EE | $12,836 | $5,954+115.6% | $5,202+146.8% | $5,982+114.6% |
| Admin fee / account holder | $2,236 | $17,074-86.9% | $13,984-84.0% | $11,246-80.1% |