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 | $258,801 | $217,402+19.0% | $185,823+39.3% | $167,490+54.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.70% | 148.36%-132.7pp | 122.05%-106.4pp | 478.56%-462.9pp |
| Employer contribution / active EE | $12,111 | $5,873+106.2% | $5,167+134.4% | $4,837+150.4% |
| Participant deferral / active EE | $8,864 | $6,356+39.4% | $5,568+59.2% | $6,341+39.8% |
| Admin fee / account holder | $145,445 | $19,811+634.2% | $16,237+795.7% | $12,309+1081.6% |