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 | $306,060 | $209,411+46.2% | $178,490+71.5% | $158,922+92.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.21% | 188.75%-172.5pp | 151.07%-134.9pp | 302.83%-286.6pp |
| Employer contribution / active EE | $7,726 | $5,706+35.4% | $5,011+54.2% | $4,761+62.3% |
| Participant deferral / active EE | $6,418 | $5,954+7.8% | $5,202+23.4% | $5,982+7.3% |
| Admin fee / account holder | $21,404 | $17,074+25.4% | $13,984+53.1% | $11,246+90.3% |