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 | $273,630 | $177,572+54.1% | $154,803+76.8% | $142,382+92.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.81% | 65.07%-47.3pp | 58.88%-41.1pp | 217.08%-199.3pp |
| Employer contribution / active EE | $12,252 | $4,810+154.7% | $4,305+184.6% | $4,299+185.0% |
| Participant deferral / active EE | $10,215 | $6,272+62.9% | $5,540+84.4% | $6,507+57.0% |
| Admin fee / account holder | $2,569 | $16,786-84.7% | $14,329-82.1% | $12,624-79.6% |