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 | $264,684 | $175,202+51.1% | $149,673+76.8% | $139,434+89.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.69% | 166.71%-149.0pp | 134.42%-116.7pp | 372.94%-355.3pp |
| Employer contribution / active EE | $8,497 | $5,474+55.2% | $4,818+76.4% | $4,751+78.9% |
| Participant deferral / active EE | $16,072 | $6,519+146.5% | $5,680+183.0% | $6,710+139.5% |
| Admin fee / account holder | $1,423 | $16,150-91.2% | $13,210-89.2% | $11,403-87.5% |