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 | $287,002 | $209,411+37.1% | $178,490+60.8% | $158,922+80.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.20% | 188.75%-176.6pp | 151.07%-138.9pp | 302.83%-290.6pp |
| Employer contribution / active EE | $9,091 | $5,706+59.3% | $5,011+81.4% | $4,761+90.9% |
| Participant deferral / active EE | $4,357 | $5,954-26.8% | $5,202-16.2% | $5,982-27.2% |
| Admin fee / account holder | $18,559 | $17,074+8.7% | $13,984+32.7% | $11,246+65.0% |