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 | $388,840 | $209,411+85.7% | $178,490+117.9% | $158,922+144.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.31% | 188.75%-173.4pp | 151.07%-135.8pp | 302.83%-287.5pp |
| Employer contribution / active EE | $4,711 | $5,706-17.4% | $5,011-6.0% | $4,761-1.1% |
| Participant deferral / active EE | $6,096 | $5,954+2.4% | $5,202+17.2% | $5,982+1.9% |
| Admin fee / account holder | $926 | $17,074-94.6% | $13,984-93.4% | $11,246-91.8% |