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 | $295,318 | $175,202+68.6% | $149,673+97.3% | $139,434+111.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.49% | 166.71%-152.2pp | 134.42%-119.9pp | 372.94%-358.5pp |
| Employer contribution / active EE | $32,818 | $5,474+499.5% | $4,818+581.2% | $4,751+590.8% |
| Participant deferral / active EE | $14,882 | $6,519+128.3% | $5,680+162.0% | $6,710+121.8% |
| Admin fee / account holder | $43,132 | $16,150+167.1% | $13,210+226.5% | $11,403+278.3% |