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 | $321,068 | $209,411+53.3% | $178,490+79.9% | $158,922+102.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.66% | 188.75%-173.1pp | 151.07%-135.4pp | 302.83%-287.2pp |
| Employer contribution / active EE | $14,138 | $5,706+147.8% | $5,011+182.2% | $4,761+197.0% |
| Participant deferral / active EE | $11,631 | $5,954+95.3% | $5,202+123.6% | $5,982+94.4% |
| Admin fee / account holder | $13,112 | $17,074-23.2% | $13,984-6.2% | $11,246+16.6% |