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 | $263,188 | $209,411+25.7% | $178,490+47.5% | $158,922+65.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.46% | 188.75%-169.3pp | 151.07%-131.6pp | 302.83%-283.4pp |
| Employer contribution / active EE | $8,785 | $5,706+53.9% | $5,011+75.3% | $4,761+84.5% |
| Participant deferral / active EE | $4,214 | $5,954-29.2% | $5,202-19.0% | $5,982-29.6% |
| Admin fee / account holder | $23,117 | $17,074+35.4% | $13,984+65.3% | $11,246+105.6% |