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 | $361,738 | $209,411+72.7% | $178,490+102.7% | $158,922+127.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.67% | 188.75%-177.1pp | 151.07%-139.4pp | 302.83%-291.2pp |
| Employer contribution / active EE | $9,876 | $5,706+73.1% | $5,011+97.1% | $4,761+107.4% |
| Participant deferral / active EE | $12,717 | $5,954+113.6% | $5,202+144.5% | $5,982+112.6% |
| Admin fee / account holder | $20,958 | $17,074+22.7% | $13,984+49.9% | $11,246+86.4% |