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 8-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 | $275,120 | $209,411+31.4% | $178,490+54.1% | $158,922+73.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.83% | 188.75%-175.9pp | 151.07%-138.2pp | 302.83%-290.0pp |
| Employer contribution / active EE | $8,042 | $5,706+40.9% | $5,011+60.5% | $4,761+68.9% |
| Participant deferral / active EE | $16,264 | $5,954+173.1% | $5,202+212.7% | $5,982+171.9% |
| Admin fee / account holder | $1,096 | $17,074-93.6% | $13,984-92.2% | $11,246-90.3% |