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 | $319,228 | $209,411+52.4% | $178,490+78.8% | $158,922+100.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.66% | 188.75%-167.1pp | 151.07%-129.4pp | 302.83%-281.2pp |
| Employer contribution / active EE | $10,497 | $5,706+83.9% | $5,011+109.5% | $4,761+120.5% |
| Participant deferral / active EE | $8,816 | $5,954+48.1% | $5,202+69.5% | $5,982+47.4% |
| Admin fee / account holder | $1,841 | $17,074-89.2% | $13,984-86.8% | $11,246-83.6% |