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 | $313,247 | $175,202+78.8% | $149,673+109.3% | $139,434+124.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.10% | 166.71%-149.6pp | 134.42%-117.3pp | 372.94%-355.8pp |
| Employer contribution / active EE | $16,596 | $5,474+203.2% | $4,818+244.5% | $4,751+249.3% |
| Participant deferral / active EE | $9,605 | $6,519+47.3% | $5,680+69.1% | $6,710+43.1% |
| Admin fee / account holder | $1,597 | $16,150-90.1% | $13,210-87.9% | $11,403-86.0% |