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 | $275,198 | $209,411+31.4% | $178,490+54.2% | $158,922+73.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.29% | 188.75%-180.5pp | 151.07%-142.8pp | 302.83%-294.5pp |
| Employer contribution / active EE | $11,571 | $5,706+102.8% | $5,011+130.9% | $4,761+143.0% |
| Participant deferral / active EE | $7,187 | $5,954+20.7% | $5,202+38.2% | $5,982+20.1% |
| Admin fee / account holder | $23,086 | $17,074+35.2% | $13,984+65.1% | $11,246+105.3% |