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 | $290,487 | $210,698+37.9% | $178,014+63.2% | $145,959+99.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 25.21% | 386.27%-361.1pp | 294.80%-269.6pp | 561.95%-536.7pp |
| Employer contribution / active EE | $2,317 | $4,567-49.3% | $3,950-41.3% | $4,661-50.3% |
| Participant deferral / active EE | $2,517 | $6,958-63.8% | $6,276-59.9% | $6,689-62.4% |
| Admin fee / account holder | $20,858 | $12,016+73.6% | $10,362+101.3% | $13,398+55.7% |