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 | $269,221 | $172,111+56.4% | $150,298+79.1% | $137,256+96.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.47% | 69.37%-55.9pp | 62.79%-49.3pp | 220.34%-206.9pp |
| Employer contribution / active EE | $7,324 | $4,636+58.0% | $4,154+76.3% | $4,156+76.2% |
| Participant deferral / active EE | $6,763 | $6,166+9.7% | $5,453+24.0% | $6,407+5.6% |
| Admin fee / account holder | $132,605 | $16,471+705.1% | $14,116+839.4% | $12,270+980.7% |