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 | $300,689 | $214,378+40.3% | $200,582+49.9% | $142,382+111.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.13% | 46.41%-28.3pp | 42.33%-24.2pp | 217.08%-198.9pp |
| Employer contribution / active EE | $13,536 | $6,841+97.8% | $6,419+110.9% | $4,299+214.8% |
| Participant deferral / active EE | $21,468 | $9,865+117.6% | $9,331+130.1% | $6,507+229.9% |
| Admin fee / account holder | $20,291 | $17,692+14.7% | $16,305+24.5% | $12,624+60.7% |