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 | $284,188 | $175,202+62.2% | $149,673+89.9% | $139,434+103.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 29.39% | 166.71%-137.3pp | 134.42%-105.0pp | 372.94%-343.5pp |
| Employer contribution / active EE | $13,506 | $5,474+146.7% | $4,818+180.3% | $4,751+184.3% |
| Participant deferral / active EE | $8,967 | $6,519+37.6% | $5,680+57.9% | $6,710+33.6% |
| Admin fee / account holder | $1,564 | $16,150-90.3% | $13,210-88.2% | $11,403-86.3% |