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 | $363,057 | $209,411+73.4% | $178,490+103.4% | $158,922+128.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.41% | 188.75%-165.3pp | 151.07%-127.7pp | 302.83%-279.4pp |
| Employer contribution / active EE | $7,635 | $5,706+33.8% | $5,011+52.4% | $4,761+60.4% |
| Participant deferral / active EE | $6,624 | $5,954+11.3% | $5,202+27.4% | $5,982+10.7% |
| Admin fee / account holder | $24,087 | $17,074+41.1% | $13,984+72.3% | $11,246+114.2% |