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 | $337,676 | $209,411+61.3% | $178,490+89.2% | $158,922+112.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.68% | 188.75%-173.1pp | 151.07%-135.4pp | 302.83%-287.2pp |
| Employer contribution / active EE | $22,835 | $5,706+300.2% | $5,011+355.7% | $4,761+379.6% |
| Participant deferral / active EE | $14,338 | $5,954+140.8% | $5,202+175.6% | $5,982+139.7% |
| Admin fee / account holder | $3,621 | $17,074-78.8% | $13,984-74.1% | $11,246-67.8% |