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 | $307,724 | $209,411+46.9% | $178,490+72.4% | $158,922+93.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 25.73% | 188.75%-163.0pp | 151.07%-125.3pp | 302.83%-277.1pp |
| Employer contribution / active EE | $6,525 | $5,706+14.3% | $5,011+30.2% | $4,761+37.0% |
| Participant deferral / active EE | $3,822 | $5,954-35.8% | $5,202-26.5% | $5,982-36.1% |
| Admin fee / account holder | $1,433 | $17,074-91.6% | $13,984-89.8% | $11,246-87.3% |