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 | $306,999 | $175,202+75.2% | $149,673+105.1% | $139,434+120.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.85% | 166.71%-151.9pp | 134.42%-119.6pp | 372.94%-358.1pp |
| Employer contribution / active EE | $10,408 | $5,474+90.1% | $4,818+116.0% | $4,751+119.1% |
| Participant deferral / active EE | $8,838 | $6,519+35.6% | $5,680+55.6% | $6,710+31.7% |
| Admin fee / account holder | $24,094 | $16,150+49.2% | $13,210+82.4% | $11,403+111.3% |