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 | $311,395 | $209,411+48.7% | $178,490+74.5% | $158,922+95.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.64% | 188.75%-176.1pp | 151.07%-138.4pp | 302.83%-290.2pp |
| Employer contribution / active EE | $1,892 | $5,706-66.8% | $5,011-62.2% | $4,761-60.3% |
| Participant deferral / active EE | $11,520 | $5,954+93.5% | $5,202+121.5% | $5,982+92.6% |
| Admin fee / account holder | $17,654 | $17,074+3.4% | $13,984+26.2% | $11,246+57.0% |