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 | $284,826 | $209,411+36.0% | $178,490+59.6% | $158,922+79.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.77% | 188.75%-177.0pp | 151.07%-139.3pp | 302.83%-291.1pp |
| Employer contribution / active EE | $9,449 | $5,706+65.6% | $5,011+88.6% | $4,761+98.5% |
| Participant deferral / active EE | $2,437 | $5,954-59.1% | $5,202-53.2% | $5,982-59.3% |
| Admin fee / account holder | $2,877 | $17,074-83.1% | $13,984-79.4% | $11,246-74.4% |