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 | $386,271 | $175,202+120.5% | $149,673+158.1% | $139,434+177.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 24.67% | 166.71%-142.0pp | 134.42%-109.7pp | 372.94%-348.3pp |
| Employer contribution / active EE | $7,166 | $5,474+30.9% | $4,818+48.7% | $4,751+50.8% |
| Participant deferral / active EE | $12,265 | $6,519+88.1% | $5,680+115.9% | $6,710+82.8% |
| Admin fee / account holder | $4,075 | $16,150-74.8% | $13,210-69.1% | $11,403-64.3% |