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 | $273,946 | $209,411+30.8% | $178,490+53.5% | $158,922+72.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.89% | 188.75%-178.9pp | 151.07%-141.2pp | 302.83%-292.9pp |
| Employer contribution / active EE | $4,927 | $5,706-13.7% | $5,011-1.7% | $4,761+3.5% |
| Participant deferral / active EE | $4,432 | $5,954-25.6% | $5,202-14.8% | $5,982-25.9% |
| Admin fee / account holder | $68,363 | $17,074+300.4% | $13,984+388.9% | $11,246+507.9% |