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 | $253,383 | $209,411+21.0% | $178,490+42.0% | $158,922+59.4% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 6.63% | 188.75%-182.1pp | 151.07%-144.4pp | 302.83%-296.2pp |
| Employer contribution / active EE | $14,269 | $5,706+150.1% | $5,011+184.8% | $4,761+199.7% |
| Participant deferral / active EE | $6,765 | $5,954+13.6% | $5,202+30.1% | $5,982+13.1% |
| Admin fee / account holder | $1,074 | $17,074-93.7% | $13,984-92.3% | $11,246-90.5% |