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 | $275,647 | $177,572+55.2% | $154,803+78.1% | $142,382+93.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.23% | 65.07%-50.8pp | 58.88%-44.6pp | 217.08%-202.8pp |
| Employer contribution / active EE | $9,712 | $4,810+101.9% | $4,305+125.6% | $4,299+125.9% |
| Participant deferral / active EE | $9,919 | $6,272+58.2% | $5,540+79.0% | $6,507+52.4% |
| Admin fee / account holder | $149,529 | $16,786+790.8% | $14,329+943.5% | $12,624+1084.5% |