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 | $284,009 | $176,056+61.3% | $159,436+78.1% | $167,490+69.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.76% | 331.75%-317.0pp | 263.57%-248.8pp | 478.56%-463.8pp |
| Employer contribution / active EE | $7,895 | $5,297+49.0% | $4,829+63.5% | $4,837+63.2% |
| Participant deferral / active EE | $6,775 | $7,750-12.6% | $7,352-7.8% | $6,341+6.8% |
| Admin fee / account holder | $11,578 | $12,554-7.8% | $10,799+7.2% | $12,309-5.9% |