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 | $339,446 | $198,466+71.0% | $170,442+99.2% | $147,584+130.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.06% | 257.29%-240.2pp | 205.93%-188.9pp | 578.55%-561.5pp |
| Employer contribution / active EE | $9,238 | $6,184+49.4% | $5,433+70.0% | $4,876+89.4% |
| Participant deferral / active EE | $4,742 | $5,629-15.8% | $4,939-4.0% | $5,439-12.8% |
| Admin fee / account holder | $8,635 | $16,852-48.8% | $13,880-37.8% | $10,885-20.7% |