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 | $309,437 | $175,202+76.6% | $149,673+106.7% | $139,434+121.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.28% | 166.71%-153.4pp | 134.42%-121.1pp | 372.94%-359.7pp |
| Employer contribution / active EE | $11,239 | $5,474+105.3% | $4,818+133.3% | $4,751+136.6% |
| Participant deferral / active EE | $6,253 | $6,519-4.1% | $5,680+10.1% | $6,710-6.8% |
| Admin fee / account holder | $2,145 | $16,150-86.7% | $13,210-83.8% | $11,403-81.2% |