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 | $308,576 | $209,411+47.4% | $178,490+72.9% | $158,922+94.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 24.78% | 188.75%-164.0pp | 151.07%-126.3pp | 302.83%-278.0pp |
| Employer contribution / active EE | $11,591 | $5,706+103.1% | $5,011+131.3% | $4,761+143.5% |
| Participant deferral / active EE | $12,435 | $5,954+108.9% | $5,202+139.1% | $5,982+107.9% |
| Admin fee / account holder | $1,674 | $17,074-90.2% | $13,984-88.0% | $11,246-85.1% |