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 | $293,855 | $198,466+48.1% | $170,442+72.4% | $147,584+99.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.32% | 257.29%-241.0pp | 205.93%-189.6pp | 578.55%-562.2pp |
| Employer contribution / active EE | $7,898 | $6,184+27.7% | $5,433+45.4% | $4,876+62.0% |
| Participant deferral / active EE | $4,461 | $5,629-20.7% | $4,939-9.7% | $5,439-18.0% |
| Admin fee / account holder | $1,792 | $16,852-89.4% | $13,880-87.1% | $10,885-83.5% |