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 | $252,128 | $175,202+43.9% | $149,673+68.5% | $139,434+80.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.71% | 166.71%-150.0pp | 134.42%-117.7pp | 372.94%-356.2pp |
| Employer contribution / active EE | $19,124 | $5,474+249.3% | $4,818+297.0% | $4,751+302.5% |
| Participant deferral / active EE | $11,257 | $6,519+72.7% | $5,680+98.2% | $6,710+67.8% |
| Admin fee / account holder | $2,699 | $16,150-83.3% | $13,210-79.6% | $11,403-76.3% |