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 | $300,460 | $175,202+71.5% | $149,673+100.7% | $139,434+115.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.29% | 166.71%-152.4pp | 134.42%-120.1pp | 372.94%-358.7pp |
| Employer contribution / active EE | $9,688 | $5,474+77.0% | $4,818+101.1% | $4,751+103.9% |
| Participant deferral / active EE | $5,666 | $6,519-13.1% | $5,680-0.2% | $6,710-15.6% |
| Admin fee / account holder | $29,014 | $16,150+79.6% | $13,210+119.6% | $11,403+154.4% |