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 | $310,438 | $209,411+48.2% | $178,490+73.9% | $158,922+95.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.87% | 188.75%-174.9pp | 151.07%-137.2pp | 302.83%-289.0pp |
| Employer contribution / active EE | $15,733 | $5,706+175.7% | $5,011+214.0% | $4,761+230.4% |
| Participant deferral / active EE | $11,575 | $5,954+94.4% | $5,202+122.5% | $5,982+93.5% |
| Admin fee / account holder | $2,114 | $17,074-87.6% | $13,984-84.9% | $11,246-81.2% |