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 | $338,920 | $209,411+61.8% | $178,490+89.9% | $158,922+113.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.57% | 188.75%-168.2pp | 151.07%-130.5pp | 302.83%-282.3pp |
| Employer contribution / active EE | $10,776 | $5,706+88.8% | $5,011+115.1% | $4,761+126.3% |
| Participant deferral / active EE | $11,946 | $5,954+100.6% | $5,202+129.7% | $5,982+99.7% |
| Admin fee / account holder | $4,303 | $17,074-74.8% | $13,984-69.2% | $11,246-61.7% |