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 | $337,701 | $209,411+61.3% | $178,490+89.2% | $158,922+112.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.63% | 188.75%-176.1pp | 151.07%-138.4pp | 302.83%-290.2pp |
| Employer contribution / active EE | $10,799 | $5,706+89.2% | $5,011+115.5% | $4,761+126.8% |
| Participant deferral / active EE | $5,172 | $5,954-13.1% | $5,202-0.6% | $5,982-13.5% |
| Admin fee / account holder | $19,871 | $17,074+16.4% | $13,984+42.1% | $11,246+76.7% |