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 | $290,324 | $175,202+65.7% | $149,673+94.0% | $139,434+108.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.18% | 166.71%-152.5pp | 134.42%-120.2pp | 372.94%-358.8pp |
| Employer contribution / active EE | $10,292 | $5,474+88.0% | $4,818+113.6% | $4,751+116.6% |
| Participant deferral / active EE | $7,113 | $6,519+9.1% | $5,680+25.2% | $6,710+6.0% |
| Admin fee / account holder | $17,333 | $16,150+7.3% | $13,210+31.2% | $11,403+52.0% |