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 | $359,150 | $132,634+170.8% | $115,768+210.2% | $137,256+161.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 14.49% | 160.70%-146.2pp | 100.46%-86.0pp | 220.34%-205.9pp |
| Employer contribution / active EE | $5,553 | $3,360+65.3% | $2,940+88.9% | $4,156+33.6% |
| Participant deferral / active EE | $7,553 | $5,619+34.4% | $4,917+53.6% | $6,407+17.9% |
| Admin fee / account holder | $13,079 | $15,028-13.0% | $12,439+5.1% | $12,270+6.6% |