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 6-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 | $273,272 | $176,056+55.2% | $159,436+71.4% | $167,490+63.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.10% | 331.75%-321.7pp | 263.57%-253.5pp | 478.56%-468.5pp |
| Employer contribution / active EE | $9,600 | $5,297+81.2% | $4,829+98.8% | $4,837+98.5% |
| Participant deferral / active EE | $16,533 | $7,750+113.3% | $7,352+124.9% | $6,341+160.7% |
| Admin fee / account holder | $10,506 | $12,554-16.3% | $10,799-2.7% | $12,309-14.7% |