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 | $271,812 | $198,466+37.0% | $170,442+59.5% | $147,584+84.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.41% | 257.29%-240.9pp | 205.93%-189.5pp | 578.55%-562.1pp |
| Employer contribution / active EE | $6,707 | $6,184+8.5% | $5,433+23.4% | $4,876+37.5% |
| Participant deferral / active EE | $7,564 | $5,629+34.4% | $4,939+53.1% | $5,439+39.1% |
| Admin fee / account holder | $1,394 | $16,852-91.7% | $13,880-90.0% | $10,885-87.2% |