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 | $274,226 | $209,411+31.0% | $178,490+53.6% | $158,922+72.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.33% | 188.75%-181.4pp | 151.07%-143.7pp | 302.83%-295.5pp |
| Employer contribution / active EE | $10,215 | $5,706+79.0% | $5,011+103.9% | $4,761+114.5% |
| Participant deferral / active EE | $6,800 | $5,954+14.2% | $5,202+30.7% | $5,982+13.7% |
| Admin fee / account holder | $421 | $17,074-97.5% | $13,984-97.0% | $11,246-96.3% |